ECG
HES

Edge Capital Group’s Hess HES Stock Holding History

Edge Capital Group’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
2024
Q4 		– Sell
-2,238
Closed -$304K – 344
2024
Q3 		$304K Hold
2,238
– – 0.01% 263
2024
Q2 		$330K Sell
2,238
-4
-0.2% -$613 0.02% 253
2024
Q1 		$342K Sell
2,242
-20
-0.9% -$2.9K 0.02% 248
2023
Q4 		$326K Hold
2,262
– – 0.02% 240
2023
Q3 		$346K Sell
2,262
-107
-5% -$16.1K 0.02% 222
2023
Q2 		$322K Hold
2,369
– – 0.02% 252
2023
Q1 		$313K Hold
2,369
– – 0.02% 253
2022
Q4 		$336K Sell
2,369
-9
-0.4% -$1.24K 0.02% 230
2022
Q3 		$259K Sell
2,378
-1,663
-41% -$184K 0.02% 245
2022
Q2 		$919K Buy
4,041
+1,622
+67% +$183K 0.08% 147
2022
Q1 		$259K Buy
+2,419
New +$229K 0.02% 262
2021
Q3 		– Sell
-2,342
Closed -$205K – 282
2021
Q2 		$205K Buy
+2,342
New +$189K 0.02% 261

Other funds holding HES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Edge Capital Group's HES Position: Q4 2024 in Review

Edge Capital Group sold out of Hess (HES) in Q4 2024, closing a stake of 2,238 shares — an estimated $304K sold.

Edge Capital Group first reported a position in HES in Q2 2021 and held it in 12 quarters. The position peaked at $919K in Q2 2022. 870 funds tracked by Wall St. Rank hold HES as of Q4 2024.

  • Edge Capital Group reported no remaining Hess position as of Q4 2024 after selling out during the quarter.
  • Edge Capital Group sold 2,238 Hess shares in Q4 2024, an estimated $304K.
  • Edge Capital Group first reported a position in Hess in Q2 2021 and held it in 12 quarters.
  • Edge Capital Group's Hess position peaked at $919K in Q2 2022.
  • 870 funds tracked by Wall St. Rank held Hess as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.