Kowal Investment Group’s Hess HES Stock Holding History

Kowal Investment Group’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
2021 Q4	–	Sell	-58	Closed	-$5K	–	463
2021 Q3	$5K	Buy	+58	New	+$4.27K	﹤0.01%	641

Other funds holding HES

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kowal Investment Group's HES Position: Q4 2021 in Review

Kowal Investment Group sold out of Hess (HES) in Q4 2021, closing a stake of 58 shares — an estimated $5K sold.

Kowal Investment Group first reported a position in HES in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 565 funds tracked by Wall St. Rank hold HES as of Q4 2021.

Kowal Investment Group reported no remaining Hess position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 58 Hess shares in Q4 2021, an estimated $5K.
Kowal Investment Group first reported a position in Hess in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's Hess position peaked at $5K in Q3 2021.
565 funds tracked by Wall St. Rank held Hess as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.