KI
HES

Kula Investments’s Hess HES Stock Holding History

Kula Investments’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 		$384K Buy
+2,903
New +$404K 0.09% 379

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

Kula Investments's HES Position: Q1 2023 in Review

Kula Investments opened a new position in Hess (HES) in Q1 2023: 2,903 shares worth $384K. The stake represents 0.09% of the portfolio and ranks #379 among its holdings.

720 funds tracked by Wall St. Rank hold HES as of Q1 2023.

  • Kula Investments held 2,903 shares of Hess worth $384K as of Q1 2023.
  • Hess was a new Kula Investments position in Q1 2023.
  • Hess made up 0.09% of Kula Investments's portfolio in Q1 2023, its #379 holding.
  • 720 funds tracked by Wall St. Rank held Hess as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.