Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-58,100
Closed -$8.05M 11168
2025
Q2
$8.05M Sell
58,100
-114,400
-66% -$15.4M ﹤0.01% 2411
2025
Q1
$27.6M Buy
172,500
+90,500
+110% +$13.3M 0.01% 1050
2024
Q4
$10.9M Sell
82,000
-40,600
-33% -$5.67M ﹤0.01% 1801
2024
Q3
$16.6M Buy
122,600
+16,000
+15% +$2.23M ﹤0.01% 1394
2024
Q2
$15.7M Sell
106,600
-38,300
-26% -$5.87M ﹤0.01% 1533
2024
Q1
$22.1M Sell
144,900
-107,000
-42% -$15.5M ﹤0.01% 1115
2023
Q4
$36.3M Buy
251,900
+48,900
+24% +$7.17M 0.01% 848
2023
Q3
$31.1M Buy
203,000
+1,000
+0.5% +$151K 0.01% 797
2023
Q2
$27.5M Sell
202,000
-50,600
-20% -$6.93M 0.01% 949
2023
Q1
$33.4M Sell
252,600
-183,700
-42% -$25.6M 0.01% 690
2022
Q4
$61.9M Buy
436,300
+9,000
+2% +$1.24M 0.03% 442
2022
Q3
$46.6M Sell
427,300
-76,700
-15% -$8.5M 0.02% 552
2022
Q2
$53.4M Buy
504,000
+64,400
+15% +$7.28M 0.02% 532
2022
Q1
$47.1M Buy
439,600
+250,100
+132% +$23.7M 0.02% 708
2021
Q4
$14M Buy
189,500
+109,400
+137% +$8.87M ﹤0.01% 1506
2021
Q3
$6.26M Sell
80,100
-102,200
-56% -$7.53M ﹤0.01% 2408
2021
Q2
$15.9M Sell
182,300
-85,100
-32% -$6.87M 0.01% 1280
2021
Q1
$18.9M Buy
267,400
+85,800
+47% +$5.49M 0.01% 1020
2020
Q4
$9.59M Buy
181,600
+3,800
+2% +$173K ﹤0.01% 1447
2020
Q3
$7.28M Sell
177,800
-27,200
-13% -$1.29M ﹤0.01% 1489
2020
Q2
$10.6M Buy
205,000
+52,000
+34% +$2.38M 0.01% 1145
2020
Q1
$5.09M Buy
153,000
+137,800
+907% +$7.46M 0.01% 1173
2019
Q4
$1.02M Sell
15,200
-118,700
-89% -$7.77M ﹤0.01% 2758
2019
Q3
$8.1M Buy
133,900
+105,700
+375% +$6.59M 0.01% 702
2019
Q2
$1.79M Sell
28,200
-63,600
-69% -$3.93M ﹤0.01% 1998
2019
Q1
$5.53M Buy
91,800
+43,100
+89% +$2.37M 0.01% 1066
2018
Q4
$1.97M Buy
48,700
+16,400
+51% +$935K ﹤0.01% 1750
2018
Q3
$2.31M Sell
32,300
-1,400
-4% -$92.3K ﹤0.01% 1753
2018
Q2
$2.25M Sell
33,700
-2,000
-6% -$119K 0.01% 1802
2018
Q1
$1.81M Buy
35,700
+17,300
+94% +$848K ﹤0.01% 1970
2017
Q4
$873K Sell
18,400
-46,100
-71% -$2.08M ﹤0.01% 2503
2017
Q3
$3.02M Buy
64,500
+51,900
+412% +$2.2M 0.01% 1240
2017
Q2
$553K Sell
12,600
-26,600
-68% -$1.24M ﹤0.01% 2899
2017
Q1
$1.89M Sell
39,200
-29,700
-43% -$1.57M 0.01% 1424
2016
Q4
$4.29M Buy
68,900
+57,700
+515% +$3.15M 0.02% 764
2016
Q3
$601K Sell
11,200
-42,300
-79% -$2.27M ﹤0.01% 2559
2016
Q2
$3.21M Buy
53,500
+28,900
+117% +$1.67M 0.02% 889
2016
Q1
$1.29M Sell
24,600
-1,700
-6% -$75.1K 0.01% 1607
2015
Q4
$1.27M Sell
26,300
-11,100
-30% -$630K 0.01% 1488
2015
Q3
$1.87M Buy
37,400
+30,000
+405% +$1.72M 0.01% 1046
2015
Q2
$495K Sell
7,400
-29,900
-80% -$2.12M ﹤0.01% 2306
2015
Q1
$2.53M Buy
+37,300
New +$2.66M 0.02% 723

Other funds holding HES