GI
HES

Gradient Investments’s Hess HES Stock Holding History

Gradient 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
Q3 		– Sell
-3
Closed -$443 – 745
2024
Q2 		$443 Hold
3
– – ﹤0.01% 1198
2024
Q1 		$458 Sell
3
-13
-81% -$1.89K ﹤0.01% 1033
2023
Q4 		$2.31K Hold
16
– – ﹤0.01% 1192
2023
Q3 		$2.45K Sell
16
-14
-47% -$2.11K ﹤0.01% 1126
2023
Q2 		$4.08K Buy
30
+28
+1,400% +$3.83K ﹤0.01% 998
2023
Q1 		$265 Buy
+2
New +$278 ﹤0.01% 1345
2020
Q2 		– Sell
-61
Closed -$2K – 1101
2020
Q1 		$2K Buy
61
+55
+917% +$2.98K ﹤0.01% 919
2019
Q4 		$0 Hold
6
– – ﹤0.01% 1147
2019
Q3 		$0 Buy
+6
New +$374 ﹤0.01% 1156
2018
Q1 		– Sell
-73
Closed -$3K – 1074
2017
Q4 		$3K Buy
+73
New +$3.29K ﹤0.01% 756
2017
Q2 		– Sell
-100
Closed -$5K – 844
2017
Q1 		$5K Hold
100
– – ﹤0.01% 613
2016
Q4 		$6K Hold
100
– – ﹤0.01% 521
2016
Q3 		$5K Buy
+100
New +$5.36K ﹤0.01% 532

Other funds holding HES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $7.94B 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 $15.3B AUM 50.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return