EVM
HES

Evelyn V. Moreno’s Hess HES Stock Holding History

Evelyn V. Moreno’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
2023
Q4 		$384K Hold
2,663
– – 0.18% 86
2023
Q3 		$407K Hold
2,663
– – 0.09% 90
2023
Q2 		$362K Hold
2,663
– – 0.08% 83
2023
Q1 		$352K Hold
2,663
– – 0.08% 82
2022
Q4 		$378K Hold
2,663
– – 0.09% 111
2022
Q3 		$290K Hold
2,663
– – 0.13% 119
2022
Q2 		$282K Hold
2,663
– – 0.07% 126
2022
Q1 		$285K Buy
+2,663
New +$253K 0.06% 84

Other funds holding HES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Evelyn V. Moreno's HES Position: Q4 2023 in Review

Evelyn V. Moreno held its Hess (HES) position steady in Q4 2023 at 2,663 shares worth $384K. The position accounts for 0.18% of the portfolio, ranked #86.

Evelyn V. Moreno first reported a position in HES in Q1 2022 and has held it in 8 quarters since. The position peaked at $407K in Q3 2023. 839 funds tracked by Wall St. Rank hold HES as of Q4 2023.

  • Evelyn V. Moreno held 2,663 shares of Hess worth $384K as of Q4 2023.
  • Evelyn V. Moreno left its Hess share count unchanged in Q4 2023.
  • Hess made up 0.18% of Evelyn V. Moreno's portfolio in Q4 2023, its #86 holding.
  • Evelyn V. Moreno first reported a position in Hess in Q1 2022 and has held it in 8 quarters since.
  • Evelyn V. Moreno's Hess position peaked at $407K in Q3 2023.
  • 839 funds tracked by Wall St. Rank held Hess as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.