FormulaFolio Investments’s Hess HES Stock Holding History

FormulaFolio Investments’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 Q2	$10K	Hold	113	–	–	﹤0.01%	267
2021 Q1	$9K	Buy	+113	New	+$7.23K	﹤0.01%	285

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

FormulaFolio Investments's HES Position: Q2 2021 in Review

FormulaFolio Investments held its Hess (HES) position steady in Q2 2021 at 113 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

FormulaFolio Investments first reported a position in HES in Q1 2021 and has held it in 2 quarters since. 536 funds tracked by Wall St. Rank hold HES as of Q2 2021.

FormulaFolio Investments held 113 shares of Hess worth $10K as of Q2 2021.
FormulaFolio Investments left its Hess share count unchanged in Q2 2021.
Hess made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #267 holding.
FormulaFolio Investments first reported a position in Hess in Q1 2021 and has held it in 2 quarters since.
536 funds tracked by Wall St. Rank held Hess as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.