Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$31.4M Sell
236,199
-22,686
-9% -$3.17M 0.99% 21
2024
Q3
$35.2M Buy
258,885
+54,709
+27% +$7.61M 1.32% 10
2024
Q2
$30.1M Sell
204,176
-15,856
-7% -$2.43M 1.03% 16
2024
Q1
$33.6M Buy
220,032
+17,505
+9% +$2.54M 1.88% 11
2023
Q4
$29.2M Buy
202,527
+196,127
+3,064% +$28.8M 1.5% 14
2023
Q3
$979K Buy
6,400
+3,500
+121% +$527K 0.13% 153
2023
Q2
$394K Sell
2,900
-4,300
-60% -$589K 0.06% 302
2023
Q1
$953K Buy
+7,200
New +$1M 0.14% 152
2022
Q3
Sell
-2,650
Closed -$281K 560
2022
Q2
$281K Buy
2,650
+845
+47% +$95.6K 0.03% 400
2022
Q1
$193K Buy
+1,805
New +$171K 0.02% 453
2021
Q2
Sell
-660,400
Closed -$46.7M 523
2021
Q1
$46.7M Buy
+660,400
New +$42.2M 4.24% 7
2020
Q4
Sell
-1,013,939
Closed -$41.5M 224
2020
Q3
$41.5M Buy
1,013,939
+2,525
+0.2% +$120K 4.37% 3
2020
Q2
$52.4M Buy
+1,011,414
New +$46.3M 4.57% 3
2017
Q1
Sell
-33,815
Closed -$2.11M 412
2016
Q4
$2.11M Sell
33,815
-6,185
-15% -$338K 0.1% 146
2016
Q3
$2.15M Buy
+40,000
New +$2.14M 0.07% 152
2014
Q3
Sell
-10,000
Closed -$989K 225
2014
Q2
$989K Buy
+10,000
New +$902K 0.05% 141
2014
Q1
Sell
-18,517
Closed -$1.54M 214
2013
Q4
$1.54M Buy
+18,517
New +$1.5M 0.05% 141

Other funds holding HES