HIIFS
HES

Harel Insurance Investments & Financial Services’s Hess HES Stock Holding History

Harel Insurance Investments & Financial Services’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
2023
Q2 		– Sell
-4,200
Closed -$556K – 740
2023
Q1 		$556K Buy
+4,200
New +$585K 0.01% 222
2016
Q4 		– Sell
-150
Closed -$8K – 399
2016
Q3 		$8K Buy
+150
New +$8.04K ﹤0.01% 397

Other funds holding HES

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harel Insurance Investments & Financial Services's HES Position: Q2 2023 in Review

Harel Insurance Investments & Financial Services sold out of Hess (HES) in Q2 2023, closing a stake of 4,200 shares — an estimated $556K sold.

Harel Insurance Investments & Financial Services first reported a position in HES in Q3 2016 and held it in 2 quarters. The position peaked at $556K in Q1 2023. 758 funds tracked by Wall St. Rank hold HES as of Q2 2023.

  • Harel Insurance Investments & Financial Services reported no remaining Hess position as of Q2 2023 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 4,200 Hess shares in Q2 2023, an estimated $556K.
  • Harel Insurance Investments & Financial Services first reported a position in Hess in Q3 2016 and held it in 2 quarters.
  • Harel Insurance Investments & Financial Services's Hess position peaked at $556K in Q1 2023.
  • 758 funds tracked by Wall St. Rank held Hess as of Q2 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2023, filed 17 Jul 2023.