Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,955
Closed -$312K 2312
2025
Q1
$312K Sell
1,955
-2,386
-55% -$351K 0.01% 1685
2024
Q4
$577K Buy
+4,341
New +$606K 0.01% 1334
2023
Q4
Sell
-2,759
Closed -$422K 2068
2023
Q3
$422K Sell
2,759
-6,430
-70% -$968K 0.02% 1146
2023
Q2
$1.25M Buy
9,189
+7,143
+349% +$978K 0.05% 566
2023
Q1
$271K Sell
2,046
-495
-19% -$68.9K 0.01% 1307
2022
Q4
$360K Buy
+2,541
New +$349K 0.02% 1096
2022
Q1
Sell
-31,205
Closed -$2.31M 2036
2021
Q4
$2.31M Buy
31,205
+27,090
+658% +$2.2M 0.1% 237
2021
Q3
$321K Sell
4,115
-3,429
-45% -$253K 0.02% 1148
2021
Q2
$659K Sell
7,544
-24,823
-77% -$2M 0.04% 676
2021
Q1
$2.29M Sell
32,367
-21,744
-40% -$1.39M 0.11% 225
2020
Q4
$2.86M Buy
54,111
+40,711
+304% +$1.85M 0.12% 214
2020
Q3
$548K Buy
13,400
+8,900
+198% +$423K 0.03% 948
2020
Q2
$233K Sell
4,500
-12,127
-73% -$555K 0.01% 1362
2020
Q1
$554K Sell
16,627
-6,217
-27% -$336K 0.04% 706
2019
Q4
$1.53M Buy
22,844
+18,629
+442% +$1.22M 0.07% 460
2019
Q3
$255K Sell
4,215
-17,445
-81% -$1.09M 0.01% 1081
2019
Q2
$1.38M Sell
21,660
-6,085
-22% -$376K 0.08% 409
2019
Q1
$1.67M Buy
+27,745
New +$1.53M 0.1% 302
2018
Q3
Sell
-5,615
Closed -$376K 1017
2018
Q2
$376K Buy
+5,615
New +$335K 0.03% 635
2018
Q1
Sell
-28,529
Closed -$1.35M 864
2017
Q4
$1.35M Buy
28,529
+16,389
+135% +$739K 0.09% 395
2017
Q3
$569K Sell
12,140
-34,919
-74% -$1.48M 0.05% 532
2017
Q2
$2.06M Buy
47,059
+26,325
+127% +$1.23M 0.19% 205
2017
Q1
$1M Sell
20,734
-18,590
-47% -$985K 0.1% 339
2016
Q4
$2.45M Buy
+39,324
New +$2.15M 0.26% 141
2016
Q2
Sell
-98,098
Closed -$5.17M 748
2016
Q1
$5.17M Sell
98,098
-81,949
-46% -$3.62M 0.4% 25
2015
Q4
$8.73M Buy
180,047
+118,840
+194% +$6.75M 0.59% 2
2015
Q3
$3.06M Buy
61,207
+51,973
+563% +$2.97M 0.26% 151
2015
Q2
$618K Sell
9,234
-16,929
-65% -$1.2M 0.06% 551
2015
Q1
$1.78M Buy
+26,163
New +$1.87M 0.24% 86

Other funds holding HES