GI
HES

GLOBALT Investments’s Hess HES Stock Holding History

GLOBALT 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
2024
Q4 		– Sell
-2,119
Closed -$288K – 205
2024
Q3 		$288K Sell
2,119
-6
-0.3% -$835 0.01% 192
2024
Q2 		$313K Sell
2,125
-43
-2% -$6.59K 0.01% 194
2024
Q1 		$331K Sell
2,168
-195
-8% -$28.3K 0.01% 191
2023
Q4 		$341K Buy
+2,363
New +$346K 0.01% 189

Other funds holding HES

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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

GLOBALT Investments's HES Position: Q4 2024 in Review

GLOBALT Investments sold out of Hess (HES) in Q4 2024, closing a stake of 2,119 shares — an estimated $288K sold.

GLOBALT Investments first reported a position in HES in Q4 2023 and held it in 4 quarters. The position peaked at $341K in Q4 2023. 870 funds tracked by Wall St. Rank hold HES as of Q4 2024.

  • GLOBALT Investments reported no remaining Hess position as of Q4 2024 after selling out during the quarter.
  • GLOBALT Investments sold 2,119 Hess shares in Q4 2024, an estimated $288K.
  • GLOBALT Investments first reported a position in Hess in Q4 2023 and held it in 4 quarters.
  • GLOBALT Investments's Hess position peaked at $341K in Q4 2023.
  • 870 funds tracked by Wall St. Rank held Hess as of Q4 2024.

Based on GLOBALT Investments's 13F filing for Q4 2024, filed 10 Feb 2025.