Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-7,100
Closed -$944K 4446
2024
Q4
$944K Sell
7,100
-27,300
-79% -$3.81M ﹤0.01% 3235
2024
Q3
$4.67M Buy
+34,400
New +$4.79M ﹤0.01% 1998
2024
Q1
Sell
-184,900
Closed -$26.7M 4492
2023
Q4
$26.7M Sell
184,900
-13,800
-7% -$2.02M 0.02% 769
2023
Q3
$30.4M Sell
198,700
-3,700
-2% -$557K 0.03% 633
2023
Q2
$27.5M Hold
202,400
0.03% 699
2023
Q1
$26.8M Buy
202,400
+31,200
+18% +$4.34M 0.03% 722
2022
Q4
$24.3M Buy
171,200
+76,600
+81% +$10.5M 0.03% 802
2022
Q3
$10.3M Buy
94,600
+40,900
+76% +$4.53M 0.01% 1328
2022
Q2
$5.69M Buy
53,700
+50,900
+1,818% +$5.76M 0.01% 1970
2022
Q1
$300K Sell
2,800
-23,900
-90% -$2.27M ﹤0.01% 4649
2021
Q4
$1.98M Sell
26,700
-48,300
-64% -$3.92M ﹤0.01% 3375
2021
Q3
$5.86M Sell
75,000
-12,500
-14% -$921K 0.01% 1959
2021
Q2
$7.64M Buy
+87,500
New +$7.06M 0.01% 1712
2020
Q2
Sell
-27,200
Closed -$906K 4088
2020
Q1
$906K Buy
27,200
+8,600
+46% +$465K ﹤0.01% 2810
2019
Q4
$1.24M Sell
18,600
-41,400
-69% -$2.71M ﹤0.01% 2829
2019
Q3
$3.63M Buy
+60,000
New +$3.74M ﹤0.01% 1884
2019
Q2
Sell
-13,600
Closed -$819K 3737
2019
Q1
$819K Sell
13,600
-32,700
-71% -$1.8M ﹤0.01% 2718
2018
Q4
$1.88M Sell
46,300
-52,600
-53% -$3M ﹤0.01% 2211
2018
Q3
$7.08M Sell
98,900
-69,700
-41% -$4.59M 0.01% 1324
2018
Q2
$11.3M Buy
168,600
+127,100
+306% +$7.59M 0.01% 1013
2018
Q1
$2.1M Sell
41,500
-146,000
-78% -$7.16M ﹤0.01% 2021
2017
Q4
$8.9M Buy
187,500
+99,300
+113% +$4.48M 0.01% 1105
2017
Q3
$4.14M Buy
88,200
+57,900
+191% +$2.45M 0.01% 1510
2017
Q2
$1.33M Sell
30,300
-11,600
-28% -$542K ﹤0.01% 2235
2017
Q1
$2.02M Sell
41,900
-174,800
-81% -$9.26M ﹤0.01% 1831
2016
Q4
$13.5M Buy
216,700
+18,400
+9% +$1.01M 0.02% 800
2016
Q3
$10.6M Sell
198,300
-93,800
-32% -$5.03M 0.02% 851
2016
Q2
$17.6M Buy
292,100
+48,800
+20% +$2.83M 0.03% 594
2016
Q1
$12.8M Buy
243,300
+38,800
+19% +$1.71M 0.02% 730
2015
Q4
$9.91M Buy
204,500
+144,400
+240% +$8.2M 0.01% 984
2015
Q3
$3.01M Buy
60,100
+22,000
+58% +$1.26M ﹤0.01% 1778
2015
Q2
$2.55M Sell
38,100
-23,300
-38% -$1.65M ﹤0.01% 2001
2015
Q1
$4.17M Sell
61,400
-113,500
-65% -$8.09M 0.01% 1497
2014
Q4
$12.9M Sell
174,900
-49,100
-22% -$3.89M 0.02% 943
2014
Q3
$21.1M Sell
224,000
-105,900
-32% -$10.5M 0.03% 676
2014
Q2
$32.6M Buy
329,900
+145,800
+79% +$13.2M 0.04% 461
2014
Q1
$15.3M Sell
184,100
-27,300
-13% -$2.17M 0.02% 795
2013
Q4
$17.5M Buy
211,400
+29,500
+16% +$2.4M 0.02% 762
2013
Q3
$14.1M Buy
181,900
+39,900
+28% +$2.97M 0.02% 782
2013
Q2
$9.44M Buy
+142,000
New +$9.83M 0.02% 900

Other funds holding HES