Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-142,411
Closed -$19.7M 3186
2025
Q2
$19.7M Buy
+142,411
New +$19.2M 0.09% 154
2025
Q1
Sell
-18,594
Closed -$2.47M 2865
2024
Q4
$2.47M Sell
18,594
-189,872
-91% -$26.5M 0.01% 658
2024
Q3
$28.3M Buy
+208,466
New +$29M 0.14% 77
2024
Q2
Sell
-25,161
Closed -$3.84M 2559
2024
Q1
$3.84M Buy
+25,161
New +$3.65M 0.02% 345
2023
Q3
Sell
-21,238
Closed -$2.89M 2680
2023
Q2
$2.89M Buy
+21,238
New +$2.91M 0.03% 463
2022
Q2
Sell
-99,376
Closed -$10.6M 3239
2022
Q1
$10.6M Buy
+99,376
New +$9.43M 0.08% 141
2021
Q2
Sell
-20,766
Closed -$1.47M 3120
2021
Q1
$1.47M Buy
+20,766
New +$1.33M 0.01% 801
2019
Q4
Sell
-6,950
Closed -$420K 1355
2019
Q3
$420K Buy
+6,950
New +$433K 0.02% 771
2018
Q4
Sell
-5,002
Closed -$358K 661
2018
Q3
$358K Buy
+5,002
New +$330K 0.06% 226

Other funds holding HES