Kimelman & Baird’s Hess HES Stock Holding History

Kimelman & Baird’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
2025 Q3	–	Sell	-3,000	Closed	-$416K	–	329
2025 Q2	$416K	Hold	3,000	–	–	0.03%	99
2025 Q1	$479K	Hold	3,000	–	–	0.04%	93
2024 Q4	$399K	Hold	3,000	–	–	0.03%	103
2024 Q3	$407K	Hold	3,000	–	–	0.03%	104
2024 Q2	$443K	Buy	+3,000	New	+$460K	0.04%	104

Other funds holding HES

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BIG

Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Kimelman & Baird's HES Position: Q3 2025 in Review

Kimelman & Baird sold out of Hess (HES) in Q3 2025, closing a stake of 3,000 shares — an estimated $416K sold.

Kimelman & Baird first reported a position in HES in Q2 2024 and held it in 5 quarters. The position peaked at $479K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

Kimelman & Baird reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
Kimelman & Baird sold 3,000 Hess shares in Q3 2025, an estimated $416K.
Kimelman & Baird first reported a position in Hess in Q2 2024 and held it in 5 quarters.
Kimelman & Baird's Hess position peaked at $479K in Q1 2025.
7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Kimelman & Baird's 13F filing for Q3 2025, filed 25 Nov 2025.