HA
HES

Herold Advisors’s Hess HES Stock Holding History

Herold Advisors’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
2025
Q3 		– Sell
-1,500
Closed -$208K – 279
2025
Q2 		$208K Hold
1,500
– – 0.04% 293
2025
Q1 		$240K Buy
+1,500
New +$221K 0.05% 247
2024
Q4 		– Sell
-1,500
Closed -$204K – 278
2024
Q3 		$204K Hold
1,500
– – 0.04% 258
2024
Q2 		$221K Hold
1,500
– – 0.05% 242
2024
Q1 		$229K Hold
1,500
– – 0.06% 241
2023
Q4 		$216K Hold
1,500
– – 0.06% 230
2023
Q3 		$230K Hold
1,500
– – 0.07% 221
2023
Q2 		$204K Buy
+1,500
New +$205K 0.06% 231
2023
Q1 		– Sell
-1,500
Closed -$213K – 234
2022
Q4 		$213K Buy
+1,500
New +$206K 0.09% 195
2022
Q2 		– Sell
-1,500
Closed -$161K – 384
2022
Q1 		$161K Buy
+1,500
New +$142K 0.06% 226
2021
Q4 		– Sell
-1,300
Closed -$101K – 372
2021
Q3 		$101K Buy
+1,300
New +$95.8K 0.04% 277

Other funds holding HES

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return