ER
HES

Enlightenment Research’s Hess HES Stock Holding History

Enlightenment Research’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
2022
Q3 		– Sell
-7,109
Closed -$753K – 120
2022
Q2 		$753K Buy
7,109
+5,098
+254% +$577K 1.62% 20
2022
Q1 		$215K Buy
+2,011
New +$191K 0.29% 119
2019
Q2 		– Sell
-3,800
Closed -$229K – 284
2019
Q1 		$229K Buy
3,800
+3,291
+647% +$181K 0.45% 75
2018
Q4 		$21K Buy
+509
New +$29K 0.03% 451

Other funds holding HES

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Enlightenment Research's HES Position: Q3 2022 in Review

Enlightenment Research sold out of Hess (HES) in Q3 2022, closing a stake of 7,109 shares — an estimated $753K sold.

Enlightenment Research first reported a position in HES in Q4 2018 and held it in 4 quarters. The position peaked at $753K in Q2 2022. 636 funds tracked by Wall St. Rank hold HES as of Q3 2022.

  • Enlightenment Research reported no remaining Hess position as of Q3 2022 after selling out during the quarter.
  • Enlightenment Research sold 7,109 Hess shares in Q3 2022, an estimated $753K.
  • Enlightenment Research first reported a position in Hess in Q4 2018 and held it in 4 quarters.
  • Enlightenment Research's Hess position peaked at $753K in Q2 2022.
  • 636 funds tracked by Wall St. Rank held Hess as of Q3 2022.

Based on Enlightenment Research's 13F filing for Q3 2022, filed 15 Nov 2022.