LF
HES

Lee Financial’s Hess HES Stock Holding History

Lee Financial’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
Q1 		– Sell
-4
Closed -$577 – 446
2023
Q4 		$577 Buy
+4
New +$586 ﹤0.01% 822
2023
Q1 		– Sell
-4
Closed -$567 – 868
2022
Q4 		$567 Hold
4
– – ﹤0.01% 810
2022
Q3 		$0 Buy
+4
New +$443 ﹤0.01% 891
2022
Q1 		– Sell
-5
Closed – – 849
2021
Q4 		$0 Buy
+5
New +$405 ﹤0.01% 926
2020
Q3 		– Sell
-40
Closed -$2K – 544
2020
Q2 		$2K Hold
40
– – ﹤0.01% 488
2020
Q1 		$1K Hold
40
– – ﹤0.01% 466
2019
Q4 		$3K Hold
40
– – ﹤0.01% 438
2019
Q3 		$2K Hold
40
– – ﹤0.01% 480
2019
Q2 		$3K Hold
40
– – ﹤0.01% 458
2019
Q1 		$2K Buy
+40
New +$2.2K ﹤0.01% 478
2018
Q4 		– Sell
-51
Closed -$4K – 457
2018
Q3 		$4K Buy
+51
New +$3.36K ﹤0.01% 417

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Lee Financial's HES Position: Q1 2024 in Review

Lee Financial sold out of Hess (HES) in Q1 2024, closing a stake of 4 shares — an estimated $577 sold.

Lee Financial first reported a position in HES in Q3 2018 and held it in 11 quarters. The position peaked at $4K in Q3 2018. 831 funds tracked by Wall St. Rank hold HES as of Q1 2024.

  • Lee Financial reported no remaining Hess position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 4 Hess shares in Q1 2024, an estimated $577.
  • Lee Financial first reported a position in Hess in Q3 2018 and held it in 11 quarters.
  • Lee Financial's Hess position peaked at $4K in Q3 2018.
  • 831 funds tracked by Wall St. Rank held Hess as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.