Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-142,800
Closed -$19.8M 11169
2025
Q2
$19.8M Sell
142,800
-46,900
-25% -$6.33M ﹤0.01% 1465
2025
Q1
$30.3M Buy
189,700
+109,700
+137% +$16.1M 0.01% 986
2024
Q4
$10.6M Buy
80,000
+38,300
+92% +$5.35M ﹤0.01% 1832
2024
Q3
$5.66M Sell
41,700
-6,500
-13% -$904K ﹤0.01% 2659
2024
Q2
$7.11M Sell
48,200
-33,500
-41% -$5.13M ﹤0.01% 2463
2024
Q1
$12.5M Sell
81,700
-118,400
-59% -$17.2M ﹤0.01% 1603
2023
Q4
$28.8M Buy
200,100
+43,900
+28% +$6.44M 0.01% 990
2023
Q3
$23.9M Buy
156,200
+69,700
+81% +$10.5M 0.01% 966
2023
Q2
$11.8M Sell
86,500
-42,300
-33% -$5.79M ﹤0.01% 1754
2023
Q1
$17M Sell
128,800
-28,000
-18% -$3.9M 0.01% 1119
2022
Q4
$22.2M Sell
156,800
-41,700
-21% -$5.73M 0.01% 931
2022
Q3
$21.6M Buy
198,500
+93,100
+88% +$10.3M 0.01% 1004
2022
Q2
$11.2M Buy
105,400
+11,400
+12% +$1.29M ﹤0.01% 1614
2022
Q1
$10.1M Sell
94,000
-114,900
-55% -$10.9M ﹤0.01% 1978
2021
Q4
$15.5M Buy
208,900
+12,900
+7% +$1.05M 0.01% 1413
2021
Q3
$15.3M Buy
196,000
+74,400
+61% +$5.48M 0.01% 1332
2021
Q2
$10.6M Sell
121,600
-89,700
-42% -$7.24M ﹤0.01% 1639
2021
Q1
$15M Buy
211,300
+9,200
+5% +$588K 0.01% 1211
2020
Q4
$10.7M Buy
202,100
+17,200
+9% +$782K 0.01% 1363
2020
Q3
$7.57M Sell
184,900
-445,400
-71% -$21.2M ﹤0.01% 1445
2020
Q2
$32.7M Buy
630,300
+606,800
+2,582% +$27.8M 0.02% 519
2020
Q1
$783K Buy
23,500
+11,500
+96% +$622K ﹤0.01% 3083
2019
Q4
$802K Sell
12,000
-67,400
-85% -$4.41M ﹤0.01% 3078
2019
Q3
$4.8M Buy
79,400
+2,900
+4% +$181K 0.01% 1028
2019
Q2
$4.86M Buy
76,500
+71,300
+1,371% +$4.41M 0.01% 1063
2019
Q1
$313K Sell
5,200
-47,200
-90% -$2.6M ﹤0.01% 4208
2018
Q4
$2.12M Buy
52,400
+44,100
+531% +$2.51M ﹤0.01% 1666
2018
Q3
$594K Sell
8,300
-500
-6% -$33K ﹤0.01% 3407
2018
Q2
$589K Sell
8,800
-24,700
-74% -$1.48M ﹤0.01% 3414
2018
Q1
$1.7M Sell
33,500
-140,100
-81% -$6.87M ﹤0.01% 2050
2017
Q4
$8.24M Buy
173,600
+54,600
+46% +$2.46M 0.02% 582
2017
Q3
$5.58M Buy
119,000
+71,300
+149% +$3.02M 0.02% 814
2017
Q2
$2.09M Buy
47,700
+35,500
+291% +$1.66M 0.01% 1448
2017
Q1
$588K Sell
12,200
-115,300
-90% -$6.11M ﹤0.01% 2681
2016
Q4
$7.94M Buy
127,500
+62,900
+97% +$3.44M 0.03% 449
2016
Q3
$3.46M Buy
64,600
+51,300
+386% +$2.75M 0.02% 794
2016
Q2
$799K Sell
13,300
-260,000
-95% -$15.1M ﹤0.01% 2247
2016
Q1
$14.4M Buy
+273,300
New +$12.1M 0.08% 213
2015
Q4
Sell
-6,300
Closed -$315K 4179
2015
Q3
$315K Sell
6,300
-100
-2% -$5.72K ﹤0.01% 2741
2015
Q2
$428K Sell
6,400
-3,900
-38% -$277K ﹤0.01% 2455
2015
Q1
$699K Buy
+10,300
New +$735K 0.01% 1710

Other funds holding HES