Doyle Wealth Management’s Hess HES Stock Holding History

Doyle Wealth Management’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
2020 Q1	–	Sell	-3,000	Closed	-$200K	–	201
2019 Q4	$200K	Buy	+3,000	New	+$196K	0.03%	207
2019 Q3	–	Sell	-3,000	Closed	-$191K	–	416
2019 Q2	$191K	Buy	+3,000	New	+$186K	0.03%	193
2019 Q1	–	Sell	-3,000	Closed	-$122K	–	401
2018 Q4	$122K	Hold	3,000	–	–	0.02%	223
2018 Q3	$215K	Buy	+3,000	New	+$198K	0.03%	183

Other funds holding HES

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Doyle Wealth Management's HES Position: Q1 2020 in Review

Doyle Wealth Management sold out of Hess (HES) in Q1 2020, closing a stake of 3,000 shares — an estimated $200K sold.

Doyle Wealth Management first reported a position in HES in Q3 2018 and held it in 4 quarters. The position peaked at $215K in Q3 2018. 473 funds tracked by Wall St. Rank hold HES as of Q1 2020.

Doyle Wealth Management reported no remaining Hess position as of Q1 2020 after selling out during the quarter.
Doyle Wealth Management sold 3,000 Hess shares in Q1 2020, an estimated $200K.
Doyle Wealth Management first reported a position in Hess in Q3 2018 and held it in 4 quarters.
Doyle Wealth Management's Hess position peaked at $215K in Q3 2018.
473 funds tracked by Wall St. Rank held Hess as of Q1 2020.

Based on Doyle Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.