KFP
HES

KB Financial Partners’s Hess HES Stock Holding History

KB Financial Partners’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
2023
Q3 		$30K Hold
198
– – 0.01% 313
2023
Q2 		$27K Hold
198
– – 0.01% 333
2023
Q1 		$26K Hold
198
– – 0.01% 332
2022
Q4 		$28K Hold
198
– – 0.01% 319
2022
Q3 		$22K Hold
198
– – 0.01% 328
2022
Q2 		$21K Buy
+198
New +$22.4K 0.01% 330

Other funds holding HES

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

KB Financial Partners's HES Position: Q3 2023 in Review

KB Financial Partners held its Hess (HES) position steady in Q3 2023 at 198 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #313.

KB Financial Partners first reported a position in HES in Q2 2022 and has held it in 6 quarters since. 783 funds tracked by Wall St. Rank hold HES as of Q3 2023.

  • KB Financial Partners held 198 shares of Hess worth $30K as of Q3 2023.
  • KB Financial Partners left its Hess share count unchanged in Q3 2023.
  • Hess made up 0.01% of KB Financial Partners's portfolio in Q3 2023, its #313 holding.
  • KB Financial Partners first reported a position in Hess in Q2 2022 and has held it in 6 quarters since.
  • 783 funds tracked by Wall St. Rank held Hess as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.