Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-175,800
Closed -$24.4M 8687
2025
Q2
$24.4M Buy
175,800
+57,100
+48% +$7.71M 0.05% 353
2025
Q1
$19M Sell
118,700
-49,800
-30% -$7.32M 0.06% 340
2024
Q4
$22.4M Buy
168,500
+45,900
+37% +$6.41M 0.05% 338
2024
Q3
$16.6M Buy
122,600
+35,100
+40% +$4.88M 0.05% 346
2024
Q2
$12.9M Sell
87,500
-125,700
-59% -$19.3M 0.05% 328
2024
Q1
$32.5M Sell
213,200
-74,000
-26% -$10.7M 0.13% 109
2023
Q4
$41.4M Buy
287,200
+181,700
+172% +$26.6M 0.11% 128
2023
Q3
$16.1M Buy
105,500
+47,600
+82% +$7.17M 0.05% 303
2023
Q2
$7.87M Sell
57,900
-6,800
-11% -$931K 0.03% 649
2023
Q1
$8.56M Sell
64,700
-90,100
-58% -$12.5M 0.03% 559
2022
Q4
$22M Sell
154,800
-43,500
-22% -$5.98M 0.05% 369
2022
Q3
$21.6M Buy
198,300
+35,600
+22% +$3.95M 0.04% 362
2022
Q2
$17.2M Buy
162,700
+81,200
+100% +$9.19M 0.03% 540
2022
Q1
$8.72M Sell
81,500
-73,600
-47% -$6.98M 0.01% 1098
2021
Q4
$11.5M Buy
155,100
+82,600
+114% +$6.7M 0.01% 1006
2021
Q3
$5.66M Buy
72,500
+22,900
+46% +$1.69M 0.01% 1570
2021
Q2
$4.33M Sell
49,600
-20,800
-30% -$1.68M 0.01% 1827
2021
Q1
$4.98M Buy
70,400
+3,900
+6% +$249K 0.01% 1511
2020
Q4
$3.51M Sell
66,500
-76,800
-54% -$3.49M 0.01% 1570
2020
Q3
$5.87M Buy
143,300
+36,500
+34% +$1.73M 0.02% 824
2020
Q2
$5.53M Sell
106,800
-24,100
-18% -$1.1M 0.03% 744
2020
Q1
$4.36M Sell
130,900
-5,200
-4% -$281K 0.04% 609
2019
Q4
$9.09M Buy
136,100
+62,100
+84% +$4.06M 0.06% 390
2019
Q3
$4.48M Sell
74,000
-49,400
-40% -$3.08M 0.04% 644
2019
Q2
$7.84M Buy
123,400
+64,100
+108% +$3.96M 0.07% 324
2019
Q1
$3.57M Sell
59,300
-27,800
-32% -$1.53M 0.04% 601
2018
Q4
$3.53M Sell
87,100
-51,700
-37% -$2.95M 0.03% 672
2018
Q3
$9.94M Buy
138,800
+25,200
+22% +$1.66M 0.08% 288
2018
Q2
$7.6M Buy
113,600
+39,400
+53% +$2.35M 0.07% 358
2018
Q1
$3.76M Buy
74,200
+16,300
+28% +$799K 0.04% 619
2017
Q4
$2.75M Sell
57,900
-5,500
-9% -$248K 0.02% 997
2017
Q3
$2.97M Sell
63,400
-19,600
-24% -$829K 0.03% 809
2017
Q2
$3.64M Buy
83,000
+20,700
+33% +$967K 0.04% 619
2017
Q1
$3M Buy
62,300
+41,400
+198% +$2.19M 0.04% 627
2016
Q4
$1.3M Sell
20,900
-100,900
-83% -$5.51M 0.01% 1159
2016
Q3
$6.53M Sell
121,800
-9,600
-7% -$514K 0.07% 310
2016
Q2
$7.9M Buy
131,400
+87,500
+199% +$5.07M 0.09% 232
2016
Q1
$2.31M Sell
43,900
-6,200
-12% -$274K 0.03% 690
2015
Q4
$2.43M Buy
50,100
+47,700
+1,988% +$2.71M 0.03% 737
2015
Q3
$120K Buy
+2,400
New +$137K ﹤0.01% 2915

Other funds holding HES