Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-11,700
Closed -$1.56M 4447
2024
Q4
$1.56M Sell
11,700
-10,400
-47% -$1.45M ﹤0.01% 2913
2024
Q3
$3M Buy
+22,100
New +$3.07M ﹤0.01% 2375
2024
Q1
Sell
-31,700
Closed -$4.57M 4493
2023
Q4
$4.57M Sell
31,700
-23,400
-42% -$3.43M ﹤0.01% 1976
2023
Q3
$8.43M Sell
55,100
-5,200
-9% -$783K 0.01% 1404
2023
Q2
$8.2M Hold
60,300
0.01% 1502
2023
Q1
$7.98M Sell
60,300
-55,600
-48% -$7.74M 0.01% 1551
2022
Q4
$16.4M Buy
115,900
+76,400
+193% +$10.5M 0.02% 1053
2022
Q3
$4.3M Sell
39,500
-85,100
-68% -$9.43M 0.01% 2270
2022
Q2
$13.2M Buy
+124,600
New +$14.1M 0.02% 1177
2022
Q1
Sell
-6,900
Closed -$511K 5699
2021
Q4
$511K Buy
6,900
+2,800
+68% +$227K ﹤0.01% 4388
2021
Q3
$320K Sell
4,100
-1,000
-20% -$73.7K ﹤0.01% 4320
2021
Q2
$445K Buy
+5,100
New +$412K ﹤0.01% 4093
2021
Q1
Sell
-33,200
Closed -$1.75M 4235
2020
Q4
$1.75M Hold
33,200
﹤0.01% 2642
2020
Q3
$1.36M Sell
33,200
-68,300
-67% -$3.24M ﹤0.01% 2652
2020
Q2
$5.26M Sell
101,500
-22,200
-18% -$1.02M 0.01% 1638
2020
Q1
$4.12M Buy
123,700
+105,600
+583% +$5.71M 0.01% 1609
2019
Q4
$1.21M Buy
+18,100
New +$1.18M ﹤0.01% 2846
2019
Q3
Sell
-7,100
Closed -$451K 3889
2019
Q2
$451K Sell
7,100
-17,000
-71% -$1.05M ﹤0.01% 3123
2019
Q1
$1.45M Buy
24,100
+9,100
+61% +$501K ﹤0.01% 2374
2018
Q4
$608K Sell
15,000
-101,500
-87% -$5.79M ﹤0.01% 2978
2018
Q3
$8.34M Sell
116,500
-23,000
-16% -$1.52M 0.01% 1223
2018
Q2
$9.33M Buy
139,500
+23,100
+20% +$1.38M 0.01% 1116
2018
Q1
$5.89M Sell
116,400
-182,100
-61% -$8.93M 0.01% 1305
2017
Q4
$14.2M Buy
298,500
+53,000
+22% +$2.39M 0.02% 835
2017
Q3
$11.5M Sell
245,500
-21,600
-8% -$914K 0.02% 861
2017
Q2
$11.7M Buy
267,100
+59,600
+29% +$2.79M 0.02% 824
2017
Q1
$10M Sell
207,500
-24,100
-10% -$1.28M 0.02% 881
2016
Q4
$14.4M Buy
231,600
+34,600
+18% +$1.89M 0.02% 762
2016
Q3
$10.6M Buy
197,000
+110,300
+127% +$5.91M 0.02% 855
2016
Q2
$5.21M Buy
86,700
+2,500
+3% +$145K 0.01% 1263
2016
Q1
$4.43M Sell
84,200
-3,300
-4% -$146K 0.01% 1356
2015
Q4
$4.24M Sell
87,500
-71,700
-45% -$4.07M 0.01% 1529
2015
Q3
$7.97M Sell
159,200
-17,000
-10% -$973K 0.01% 1097
2015
Q2
$11.8M Buy
176,200
+85,100
+93% +$6.04M 0.02% 922
2015
Q1
$6.18M Sell
91,100
-248,600
-73% -$17.7M 0.01% 1245
2014
Q4
$25.1M Sell
339,700
-47,500
-12% -$3.76M 0.03% 612
2014
Q3
$36.5M Buy
387,200
+158,800
+70% +$15.7M 0.05% 439
2014
Q2
$22.6M Buy
228,400
+58,000
+34% +$5.23M 0.03% 630
2014
Q1
$14.1M Sell
170,400
-272,700
-62% -$21.7M 0.02% 843
2013
Q4
$36.8M Buy
443,100
+180,000
+68% +$14.6M 0.05% 405
2013
Q3
$20.3M Sell
263,100
-136,800
-34% -$10.2M 0.03% 572
2013
Q2
$26.6M Buy
+399,900
New +$27.7M 0.05% 417

Other funds holding HES