Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-32,600
Closed -$4.52M 3714
2025
Q2
$4.52M Sell
32,600
-4,000
-11% -$540K ﹤0.01% 1453
2025
Q1
$5.85M Sell
36,600
-2,700
-7% -$397K ﹤0.01% 1150
2024
Q4
$5.23M Buy
39,300
+1,100
+3% +$154K ﹤0.01% 1204
2024
Q3
$5.19M Sell
38,200
-31,000
-45% -$4.31M ﹤0.01% 1113
2024
Q2
$10.2M Sell
69,200
-65,900
-49% -$10.1M 0.01% 771
2024
Q1
$20.6M Buy
135,100
+15,900
+13% +$2.31M 0.01% 451
2023
Q4
$17.2M Buy
119,200
+63,600
+114% +$9.32M 0.01% 502
2023
Q3
$8.51M Buy
55,600
+26,300
+90% +$3.96M 0.01% 597
2023
Q2
$3.98M Sell
29,300
-24,800
-46% -$3.39M ﹤0.01% 724
2023
Q1
$7.16M Buy
54,100
+7,000
+15% +$974K 0.01% 576
2022
Q4
$6.68M Buy
47,100
+22,900
+95% +$3.15M 0.01% 543
2022
Q3
$2.64M Sell
24,200
-10,600
-30% -$1.17M ﹤0.01% 695
2022
Q2
$3.69M Buy
34,800
+12,500
+56% +$1.41M 0.01% 592
2022
Q1
$2.39M Sell
22,300
-9,000
-29% -$854K ﹤0.01% 736
2021
Q4
$2.32M Buy
31,300
+1,100
+4% +$89.2K ﹤0.01% 780
2021
Q3
$2.36M Buy
30,200
+4,500
+18% +$331K ﹤0.01% 806
2021
Q2
$2.24M Sell
25,700
-9,800
-28% -$791K ﹤0.01% 753
2021
Q1
$2.51M Sell
35,500
-1,200
-3% -$76.7K ﹤0.01% 699
2020
Q4
$1.94M Buy
36,700
+7,200
+24% +$327K ﹤0.01% 734
2020
Q3
$1.21M Buy
29,500
+9,500
+48% +$451K ﹤0.01% 691
2020
Q2
$1.04M Sell
20,000
-14,500
-42% -$664K ﹤0.01% 691
2020
Q1
$1.15M Buy
34,500
+19,000
+123% +$1.03M ﹤0.01% 615
2019
Q4
$1.04M Sell
15,500
-13,800
-47% -$903K ﹤0.01% 624
2019
Q3
$1.77M Buy
29,300
+5,000
+21% +$312K 0.01% 482
2019
Q2
$1.54M Buy
24,300
+5,000
+26% +$309K 0.01% 469
2019
Q1
$1.16M Buy
19,300
+1,900
+11% +$105K ﹤0.01% 460
2018
Q4
$705K Buy
+17,400
New +$992K ﹤0.01% 525

Other funds holding HES