Lee, Danner & Bass’s Hess HES Stock Holding History

Lee, Danner & Bass’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 Q1	–	Sell	-9	Closed	-$1.2K	–	427
2024 Q4	$1.2K	Buy	+9	New	+$1.26K	﹤0.01%	705

Other funds holding HES

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

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

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

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Lee, Danner & Bass's HES Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Hess (HES) in Q1 2025, closing a stake of 9 shares — an estimated $1.2K sold.

Lee, Danner & Bass first reported a position in HES in Q4 2024 and held it in 1 quarter. The position peaked at $1.2K in Q4 2024. 884 funds tracked by Wall St. Rank hold HES as of Q1 2025.

Lee, Danner & Bass reported no remaining Hess position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 9 Hess shares in Q1 2025, an estimated $1.2K.
Lee, Danner & Bass first reported a position in Hess in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Hess position peaked at $1.2K in Q4 2024.
884 funds tracked by Wall St. Rank held Hess as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.