Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-349,800
Closed -$48.5M 8688
2025
Q2
$48.5M Buy
349,800
+66,600
+24% +$8.99M 0.11% 160
2025
Q1
$45.2M Buy
283,200
+133,500
+89% +$19.6M 0.13% 118
2024
Q4
$19.9M Buy
149,700
+86,500
+137% +$12.1M 0.05% 383
2024
Q3
$8.58M Sell
63,200
-28,600
-31% -$3.98M 0.02% 685
2024
Q2
$13.5M Buy
91,800
+28,300
+45% +$4.34M 0.05% 308
2024
Q1
$9.69M Sell
63,500
-119,300
-65% -$17.3M 0.04% 463
2023
Q4
$26.4M Buy
182,800
+92,200
+102% +$13.5M 0.07% 240
2023
Q3
$13.9M Buy
90,600
+49,000
+118% +$7.38M 0.05% 359
2023
Q2
$5.66M Sell
41,600
-28,300
-40% -$3.87M 0.02% 865
2023
Q1
$9.25M Buy
69,900
+10,300
+17% +$1.43M 0.03% 511
2022
Q4
$8.45M Buy
59,600
+900
+2% +$124K 0.02% 832
2022
Q3
$6.4M Sell
58,700
-3,500
-6% -$388K 0.01% 988
2022
Q2
$6.59M Buy
62,200
+22,000
+55% +$2.49M 0.01% 1105
2022
Q1
$4.3M Sell
40,200
-65,700
-62% -$6.23M ﹤0.01% 1672
2021
Q4
$7.84M Sell
105,900
-900
-0.8% -$73K 0.01% 1308
2021
Q3
$8.34M Sell
106,800
-4,500
-4% -$331K 0.01% 1214
2021
Q2
$9.72M Buy
111,300
+13,000
+13% +$1.05M 0.01% 1104
2021
Q1
$6.96M Buy
98,300
+11,000
+13% +$703K 0.01% 1230
2020
Q4
$4.61M Sell
87,300
-182,600
-68% -$8.3M 0.01% 1345
2020
Q3
$11M Buy
269,900
+144,100
+115% +$6.85M 0.03% 474
2020
Q2
$6.52M Sell
125,800
-26,800
-18% -$1.23M 0.03% 647
2020
Q1
$5.08M Buy
152,600
+12,900
+9% +$698K 0.04% 527
2019
Q4
$9.33M Buy
139,700
+68,800
+97% +$4.5M 0.06% 377
2019
Q3
$4.29M Sell
70,900
-65,300
-48% -$4.07M 0.03% 675
2019
Q2
$8.66M Buy
136,200
+75,000
+123% +$4.64M 0.08% 283
2019
Q1
$3.69M Sell
61,200
-8,600
-12% -$473K 0.04% 587
2018
Q4
$2.83M Buy
69,800
+18,000
+35% +$1.03M 0.02% 797
2018
Q3
$3.71M Sell
51,800
-23,400
-31% -$1.54M 0.03% 751
2018
Q2
$5.03M Buy
75,200
+56,200
+296% +$3.36M 0.04% 547
2018
Q1
$962K Sell
19,000
-110,800
-85% -$5.43M 0.01% 1548
2017
Q4
$6.16M Sell
129,800
-16,800
-11% -$758K 0.04% 533
2017
Q3
$6.87M Buy
146,600
+26,100
+22% +$1.1M 0.06% 390
2017
Q2
$5.29M Buy
120,500
+51,100
+74% +$2.39M 0.05% 424
2017
Q1
$3.35M Sell
69,400
-88,200
-56% -$4.67M 0.04% 578
2016
Q4
$9.82M Buy
157,600
+112,400
+249% +$6.14M 0.1% 228
2016
Q3
$2.42M Sell
45,200
-45,300
-50% -$2.43M 0.03% 755
2016
Q2
$5.44M Sell
90,500
-141,800
-61% -$8.21M 0.06% 358
2016
Q1
$12.2M Buy
232,300
+220,600
+1,885% +$9.75M 0.17% 105
2015
Q4
$567K Buy
11,700
+8,300
+244% +$471K 0.01% 1722
2015
Q3
$170K Buy
+3,400
New +$195K ﹤0.01% 2634

Other funds holding HES