IA
HES

IndexIQ Advisors’s Hess HES Stock Holding History

IndexIQ 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
2022
Q1 		$137K Buy
1,281
+73
+6% +$6.92K ﹤0.01% 1057
2021
Q4 		$89K Buy
1,208
+157
+15% +$12.7K ﹤0.01% 1084
2021
Q3 		$82K Buy
1,051
+795
+311% +$58.6K ﹤0.01% 1086
2021
Q2 		$22K Sell
256
-1
-0.4% -$81 ﹤0.01% 1125
2021
Q1 		$18K Sell
257
-499
-66% -$31.9K ﹤0.01% 1111
2020
Q4 		$40K Sell
756
-226
-23% -$10.3K ﹤0.01% 1039
2020
Q3 		$40K Buy
982
+85
+9% +$4.04K ﹤0.01% 1004
2020
Q2 		$46K Buy
897
+216
+32% +$9.89K ﹤0.01% 931
2020
Q1 		$23K Sell
681
-293
-30% -$15.9K ﹤0.01% 786
2019
Q4 		$65K Sell
974
-2,048
-68% -$134K ﹤0.01% 534
2019
Q3 		$183K Buy
3,022
+138
+5% +$8.6K 0.01% 524
2019
Q2 		$183K Buy
+2,884
New +$178K 0.01% 524
2018
Q2 		– Sell
-8,195
Closed -$415K – 566
2018
Q1 		$415K Buy
8,195
+6,854
+511% +$336K 0.01% 500
2017
Q4 		$63K Buy
1,341
+217
+19% +$9.79K ﹤0.01% 538
2017
Q3 		$52K Sell
1,124
-4,353
-79% -$184K ﹤0.01% 490
2017
Q2 		$240K Buy
+5,477
New +$256K 0.01% 469
2015
Q2 		– Sell
-1,684
Closed -$114K – 248
2015
Q1 		$114K Buy
+1,684
New +$120K 0.01% 203
2014
Q4 		– Sell
-587
Closed -$55K – 229
2014
Q3 		$55K Buy
587
+354
+152% +$35K ﹤0.01% 206
2014
Q2 		$23K Sell
233
-1,751
-88% -$158K ﹤0.01% 206
2014
Q1 		$164K Buy
1,984
+1,532
+339% +$122K 0.02% 183
2013
Q4 		$38K Buy
452
+214
+90% +$17.4K ﹤0.01% 183
2013
Q3 		$18K Buy
+238
New +$17.7K ﹤0.01% 204

Other funds holding HES

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

IndexIQ Advisors's HES Position: Q1 2022 in Review

IndexIQ Advisors increased its Hess (HES) stake by 6% in Q1 2022, buying an estimated $6.92K and bringing the position to 1,281 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #1057.

IndexIQ Advisors first reported a position in HES in Q3 2013 and has held it in 22 quarters since. The position peaked at $415K in Q1 2018. 640 funds tracked by Wall St. Rank hold HES as of Q1 2022.

  • IndexIQ Advisors held 1,281 shares of Hess worth $137K as of Q1 2022.
  • IndexIQ Advisors bought 73 Hess shares in Q1 2022, an estimated $6.92K.
  • Hess made up ﹤0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #1057 holding.
  • IndexIQ Advisors first reported a position in Hess in Q3 2013 and has held it in 22 quarters since.
  • IndexIQ Advisors's Hess position peaked at $415K in Q1 2018.
  • 640 funds tracked by Wall St. Rank held Hess as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.