LSAG
HES

Lake Street Advisors Group’s Hess HES Stock Holding History

Lake Street Advisors 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
2024
Q4 		$233K Buy
+1,754
New +$245K 0.01% 519

Other funds holding HES

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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Lake Street Advisors Group's HES Position: Q4 2024 in Review

Lake Street Advisors Group opened a new position in Hess (HES) in Q4 2024: 1,754 shares worth $233K. The stake represents 0.01% of the portfolio and ranks #519 among its holdings.

870 funds tracked by Wall St. Rank hold HES as of Q4 2024.

  • Lake Street Advisors Group held 1,754 shares of Hess worth $233K as of Q4 2024.
  • Hess was a new Lake Street Advisors Group position in Q4 2024.
  • Hess made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #519 holding.
  • 870 funds tracked by Wall St. Rank held Hess as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.