Institutional & Family Asset Management’s Hess HES Stock Holding History

Institutional & Family Asset Management’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
2024 Q2	$18.3K	Buy	124 +25	+25%	+$3.83K	﹤0.01%	348
2024 Q1	$15.1K	Buy	99 +24	+32%	+$3.49K	﹤0.01%	360
2023 Q4	$10.8K	Buy	75 +3	+4%	+$440	﹤0.01%	382
2023 Q3	$11K	Hold	72	–	–	﹤0.01%	362
2023 Q2	$9.79K	Sell	72 -4	-5%	-$547	﹤0.01%	390
2023 Q1	$10.1K	Sell	76 -2	-3%	-$278	﹤0.01%	378
2022 Q4	$11.1K	Hold	78	–	–	﹤0.01%	365
2022 Q3	$9K	Buy	+78	New	+$8.64K	﹤0.01%	394

Other funds holding HES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Institutional & Family Asset Management's HES Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Hess (HES) stake by 25% in Q2 2024, buying an estimated $3.83K and bringing the position to 124 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Institutional & Family Asset Management first reported a position in HES in Q3 2022 and has held it in 8 quarters since. 813 funds tracked by Wall St. Rank hold HES as of Q2 2024.

Institutional & Family Asset Management held 124 shares of Hess worth $18.3K as of Q2 2024.
Institutional & Family Asset Management bought 25 Hess shares in Q2 2024, an estimated $3.83K.
Hess made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #348 holding.
Institutional & Family Asset Management first reported a position in Hess in Q3 2022 and has held it in 8 quarters since.
813 funds tracked by Wall St. Rank held Hess as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.