Institutional & Family Asset Management’s Hess Midstream HESM Stock Holding History

Institutional & Family Asset Management’s Portfolio HESM Stock Details HESM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$1.76M	Buy	48,204 +9,483	+24%	+$335K	0.27%	82
2024 Q1	$1.4M	Buy	38,721 +9,770	+34%	+$330K	0.22%	88
2023 Q4	$916K	Buy	28,951 +19,365	+202%	+$593K	0.15%	98
2023 Q3	$279K	Buy	9,586 +1,452	+18%	+$43.8K	0.05%	125
2023 Q2	$250K	Buy	+8,134	New	+$235K	0.04%	136

Other funds holding HESM

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

Institutional & Family Asset Management increased its Hess Midstream (HESM) stake by 24% in Q2 2024, buying an estimated $335K and bringing the position to 48,204 shares worth $1.76M. The position accounts for 0.27% of the portfolio, ranked #82.

Institutional & Family Asset Management first reported a position in HESM in Q2 2023 and has held it in 5 quarters since. 242 funds tracked by Wall St. Rank hold HESM as of Q2 2024.

Institutional & Family Asset Management held 48,204 shares of Hess Midstream worth $1.76M as of Q2 2024.
Institutional & Family Asset Management bought 9,483 Hess Midstream shares in Q2 2024, an estimated $335K.
Hess Midstream made up 0.27% of Institutional & Family Asset Management's portfolio in Q2 2024, its #82 holding.
Institutional & Family Asset Management first reported a position in Hess Midstream in Q2 2023 and has held it in 5 quarters since.
242 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2024.

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