KFS
HES

Kelly Financial Services’s Hess HES Stock Holding History

Kelly Financial Services’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
Q1 		– Sell
-24
Closed -$3.4K – 714
2022
Q4 		$3.4K Hold
24
– – ﹤0.01% 451
2022
Q3 		$2.62K Hold
24
– – ﹤0.01% 472
2022
Q2 		$2.54K Hold
24
– – ﹤0.01% 476
2022
Q1 		$2.57K Hold
24
– – ﹤0.01% 502
2021
Q4 		$1.78K Buy
+24
New +$1.95K ﹤0.01% 553
2020
Q4 		– Sell
-33
Closed -$1.35K – 605
2020
Q3 		$1.35K Hold
33
– – ﹤0.01% 461
2020
Q2 		$1.71K Hold
33
– – ﹤0.01% 448
2020
Q1 		$1.1K Hold
33
– – ﹤0.01% 445
2019
Q4 		$2.21K Hold
33
– – ﹤0.01% 398
2019
Q3 		$2K Buy
+33
New +$2.06K ﹤0.01% 400

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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