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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 $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kelly Financial Services's HES Position: Q1 2023 in Review

Kelly Financial Services sold out of Hess (HES) in Q1 2023, closing a stake of 24 shares — an estimated $3.4K sold.

Kelly Financial Services first reported a position in HES in Q3 2019 and held it in 10 quarters. The position peaked at $3.4K in Q4 2022. 720 funds tracked by Wall St. Rank hold HES as of Q1 2023.

  • Kelly Financial Services reported no remaining Hess position as of Q1 2023 after selling out during the quarter.
  • Kelly Financial Services sold 24 Hess shares in Q1 2023, an estimated $3.4K.
  • Kelly Financial Services first reported a position in Hess in Q3 2019 and held it in 10 quarters.
  • Kelly Financial Services's Hess position peaked at $3.4K in Q4 2022.
  • 720 funds tracked by Wall St. Rank held Hess as of Q1 2023.

Based on Kelly Financial Services's 13F filing for Q1 2023, filed 17 Jul 2024.