Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-3,806,017
Closed -$527M 4744
2025
Q2
$527M Sell
3,806,017
-7,955
-0.2% -$1.07M 0.52% 33
2025
Q1
$609M Sell
3,813,972
-3,480
-0.1% -$512K 0.72% 16
2024
Q4
$508M Sell
3,817,452
-213,585
-5% -$29.8M 0.56% 35
2024
Q3
$547M Buy
4,031,037
+75,573
+2% +$10.5M 0.72% 16
2024
Q2
$584M Sell
3,955,464
-425,497
-10% -$65.2M 0.82% 12
2024
Q1
$669M Buy
4,380,961
+3,546,143
+425% +$515M 0.86% 15
2023
Q4
$120M Buy
834,818
+397,639
+91% +$58.3M 0.17% 227
2023
Q3
$66.9M Sell
437,179
-283,599
-39% -$42.7M 0.11% 330
2023
Q2
$98M Buy
720,778
+347,880
+93% +$47.6M 0.15% 230
2023
Q1
$49.3M Sell
372,898
-22,879
-6% -$3.18M 0.08% 429
2022
Q4
$56.1M Buy
395,777
+58,092
+17% +$7.98M 0.09% 380
2022
Q3
$36.8M Buy
337,685
+58,009
+21% +$6.43M 0.06% 524
2022
Q2
$29.6M Sell
279,676
-229,245
-45% -$25.9M 0.05% 643
2022
Q1
$54.5M Sell
508,921
-144,092
-22% -$13.7M 0.07% 448
2021
Q4
$48.3M Buy
653,013
+333,235
+104% +$27M 0.06% 561
2021
Q3
$25M Buy
319,778
+259,158
+428% +$19.1M 0.03% 881
2021
Q2
$5.29M Sell
60,620
-317,062
-84% -$25.6M 0.01% 1979
2021
Q1
$26.7M Buy
377,682
+365,223
+2,931% +$23.4M 0.03% 778
2020
Q4
$658K Sell
12,459
-6,077
-33% -$276K ﹤0.01% 3262
2020
Q3
$759K Sell
18,536
-30,628
-62% -$1.46M ﹤0.01% 3023
2020
Q2
$2.55M Sell
49,164
-102,607
-68% -$4.7M ﹤0.01% 2207
2020
Q1
$5.05M Buy
+151,771
New +$8.21M 0.01% 1457
2019
Q4
Sell
-15,603
Closed -$1.02M 4054
2019
Q3
$944K Sell
15,603
-132,152
-89% -$8.23M ﹤0.01% 2860
2019
Q2
$9.39M Buy
147,755
+132,235
+852% +$8.18M 0.01% 1166
2019
Q1
$935K Sell
15,520
-64,747
-81% -$3.56M ﹤0.01% 2645
2018
Q4
$3.25M Sell
80,267
-323,540
-80% -$18.4M 0.01% 1787
2018
Q3
$28.9M Buy
403,807
+157,318
+64% +$10.4M 0.05% 611
2018
Q2
$16.5M Buy
246,489
+220,661
+854% +$13.2M 0.03% 829
2018
Q1
$1.31M Buy
+25,828
New +$1.27M ﹤0.01% 2318
2017
Q4
Sell
-6,174
Closed -$279K 3652
2017
Q3
$289K Sell
6,174
-96,895
-94% -$4.1M ﹤0.01% 3157
2017
Q2
$4.52M Buy
103,069
+22,265
+28% +$1.04M 0.01% 1419
2017
Q1
$3.9M Buy
+80,804
New +$4.28M 0.01% 1446
2016
Q4
Sell
-23,458
Closed -$1.28M 3516
2016
Q3
$1.26M Sell
23,458
-43,070
-65% -$2.31M ﹤0.01% 2245
2016
Q2
$4M Buy
+66,528
New +$3.85M 0.01% 1421
2015
Q4
Sell
-117,402
Closed -$6.66M 3890
2015
Q3
$5.88M Buy
117,402
+24,473
+26% +$1.4M 0.01% 1280
2015
Q2
$6.21M Sell
92,929
-519,926
-85% -$36.9M 0.01% 1313
2015
Q1
$41.6M Buy
612,855
+356,188
+139% +$25.4M 0.08% 361
2014
Q4
$18.9M Sell
256,667
-609,201
-70% -$48.3M 0.04% 740
2014
Q3
$81.7M Buy
865,868
+302,004
+54% +$29.9M 0.16% 215
2014
Q2
$55.8M Buy
563,864
+475,140
+536% +$42.9M 0.11% 300
2014
Q1
$7.35M Sell
88,724
-159,809
-64% -$12.7M 0.02% 1273
2013
Q4
$20.6M Buy
248,533
+223,107
+877% +$18.1M 0.05% 667
2013
Q3
$1.97M Sell
25,426
-41,019
-62% -$3.06M 0.01% 2438
2013
Q2
$4.42M Buy
+66,445
New +$4.6M 0.01% 1459

Other funds holding HES