Ford Financial Group’s Hess HES Stock Holding History

Ford Financial 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
2021 Q3	–	Sell	-87	Closed	-$7K	–	281
2021 Q2	$7K	Buy	+87	New	+$7.02K	﹤0.01%	370

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

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

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

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Ford Financial Group's HES Position: Q3 2021 in Review

Ford Financial Group sold out of Hess (HES) in Q3 2021, closing a stake of 87 shares — an estimated $7K sold.

Ford Financial Group first reported a position in HES in Q2 2021 and held it in 1 quarter. The position peaked at $7K in Q2 2021. 508 funds tracked by Wall St. Rank hold HES as of Q3 2021.

Ford Financial Group reported no remaining Hess position as of Q3 2021 after selling out during the quarter.
Ford Financial Group sold 87 Hess shares in Q3 2021, an estimated $7K.
Ford Financial Group first reported a position in Hess in Q2 2021 and held it in 1 quarter.
Ford Financial Group's Hess position peaked at $7K in Q2 2021.
508 funds tracked by Wall St. Rank held Hess as of Q3 2021.

Based on Ford Financial Group's 13F filing for Q3 2021, filed 5 Nov 2021.