Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-881,399
Closed -$122M 728
2025
Q2
$122M Sell
881,399
-38,305
-4% -$5.17M 0.1% 197
2025
Q1
$147M Buy
919,704
+87,122
+10% +$12.8M 0.13% 167
2024
Q4
$111M Sell
832,582
-15,005
-2% -$2.1M 0.09% 221
2024
Q3
$115M Sell
847,587
-60,773
-7% -$8.45M 0.09% 217
2024
Q2
$134M Sell
908,360
-729
-0.1% -$112K 0.11% 186
2024
Q1
$139M Buy
909,089
+218,563
+32% +$31.7M 0.11% 198
2023
Q4
$99.5M Buy
690,526
+398,089
+136% +$58.4M 0.09% 239
2023
Q3
$44.7M Sell
292,437
-74,657
-20% -$11.2M 0.04% 317
2023
Q2
$49.9M Sell
367,094
-339,273
-48% -$46.4M 0.05% 317
2023
Q1
$93.5M Sell
706,367
-20,701
-3% -$2.88M 0.09% 219
2022
Q4
$103M Sell
727,068
-13,114
-2% -$1.8M 0.1% 198
2022
Q3
$80.7M Buy
740,182
+359,956
+95% +$39.9M 0.08% 233
2022
Q2
$40.3M Buy
+380,226
New +$43M 0.04% 352
2017
Q3
Sell
-1,000
Closed -$44K 1199
2017
Q2
$44K Hold
1,000
﹤0.01% 864
2017
Q1
$48K Sell
1,000
-18
-2% -$953 ﹤0.01% 878
2016
Q4
$63K Hold
1,018
﹤0.01% 863
2016
Q3
$55K Sell
1,018
-212
-17% -$11.4K ﹤0.01% 852
2016
Q2
$74K Sell
1,230
-927,628
-100% -$53.7M ﹤0.01% 838
2016
Q1
$48.9M Buy
928,858
+106,460
+13% +$4.71M 0.06% 268
2015
Q4
$39.9M Sell
822,398
-47,091
-5% -$2.67M 0.05% 311
2015
Q3
$43.5M Sell
869,489
-2,393
-0.3% -$137K 0.05% 287
2015
Q2
$58.3M Sell
871,882
-514,661
-37% -$36.5M 0.06% 269
2015
Q1
$94.1M Sell
1,386,543
-19,603
-1% -$1.4M 0.1% 201
2014
Q4
$104M Sell
1,406,146
-77,374
-5% -$6.13M 0.11% 183
2014
Q3
$140M Sell
1,483,520
-386,478
-21% -$38.2M 0.15% 146
2014
Q2
$185M Sell
1,869,998
-139,430
-7% -$12.6M 0.21% 126
2014
Q1
$167M Sell
2,009,428
-43,457
-2% -$3.45M 0.2% 132
2013
Q4
$170M Sell
2,052,885
-22,585
-1% -$1.83M 0.21% 127
2013
Q3
$161M Sell
2,075,470
-60,356
-3% -$4.5M 0.22% 128
2013
Q2
$142M Buy
+2,135,826
New +$148M 0.22% 134

Other funds holding HES