Cerity Partners
HES

Cerity Partners’s Hess HES Stock Holding History

Cerity Partners’s Portfolio HES Stock Details HES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-29,435
Closed -$4.08M – 2798
2025
Q2 		$4.08M Buy
29,435
+7,405
+34% +$1,000K 0.01% 903
2025
Q1 		$3.52M Buy
22,030
+1,629
+8% +$240K 0.01% 867
2024
Q4 		$2.74M Buy
20,401
+1,539
+8% +$215K 0.01% 969
2024
Q3 		$2.56M Buy
18,862
+1,764
+10% +$245K 0.01% 979
2024
Q2 		$2.52M Sell
17,098
-2,698
-14% -$414K 0.01% 822
2024
Q1 		$3.02M Buy
19,796
+9,509
+92% +$1.38M 0.01% 811
2023
Q4 		$1.48M Buy
10,287
+5,452
+113% +$799K ﹤0.01% 861
2023
Q3 		$740K Sell
4,835
-1,759
-27% -$265K ﹤0.01% 843
2023
Q2 		$896K Buy
6,594
+617
+10% +$84.4K ﹤0.01% 958
2023
Q1 		$814K Sell
5,977
-786
-12% -$109K ﹤0.01% 1074
2022
Q4 		$959K Buy
6,763
+1,117
+20% +$153K 0.01% 704
2022
Q3 		$615K Buy
5,646
+812
+17% +$90K 0.01% 639
2022
Q2 		$512K Buy
+4,834
New +$547K 0.01% 735

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S
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