GIM
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Groesbeck Investment Management’s Hess Midstream HESM Stock Holding History

Groesbeck Investment Management’s Portfolio HESM Stock Details HESM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-6,868
Closed -$200K – 81
2023
Q3 		$200K Hold
6,868
– – 0.3% 82
2023
Q2 		$211K Sell
6,868
-1,852
-21% -$53.4K 0.32% 79
2023
Q1 		$253K Hold
8,720
– – 0.38% 71
2022
Q4 		$261K Sell
8,720
-1,558
-15% -$44.5K 0.44% 67
2022
Q3 		$288K Hold
10,278
– – 0.48% 70
2022
Q2 		$288K Hold
10,278
– – 0.48% 70
2022
Q1 		$308K Hold
10,278
– – 0.35% 90
2021
Q4 		$284K Sell
10,278
-2,706
-21% -$70.2K 0.36% 76
2021
Q3 		$366K Sell
12,984
-490
-4% -$12.4K 0.42% 85
2021
Q2 		$340K Hold
13,474
– – 0.43% 75
2021
Q1 		$302K Buy
+13,474
New +$290K 0.44% 78

Other funds holding HESM

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return