Kovitz Investment Group Partners
HESM icon

Kovitz Investment Group Partners’s Hess Midstream HESM Stock Holding History

Kovitz Investment Group Partners’s Portfolio HESM Stock Details HESM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-44,932
Closed -$1.73M – 1439
2025
Q2 		$1.73M Buy
44,932
+4,253
+10% +$162K 0.01% 669
2025
Q1 		$1.72M Sell
40,679
-10,912
-21% -$445K 0.01% 613
2024
Q4 		$1.91M Sell
51,591
-292
-0.6% -$10.5K 0.01% 580
2024
Q3 		$1.83M Buy
+51,883
New +$1.9M 0.01% 502

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