LWM
HES

Liberty Wealth Management’s Hess HES Stock Holding History

Liberty Wealth Management’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
Q2 		– Sell
-11
Closed – – 1111
2021
Q1 		$0 Hold
11
– – ﹤0.01% 981
2020
Q4 		$0 Buy
+11
New +$500 ﹤0.01% 1002
2019
Q4 		– Sell
-40
Closed -$2K – 931
2019
Q3 		$2K Hold
40
– – ﹤0.01% 738
2019
Q2 		$3K Hold
40
– – ﹤0.01% 721
2019
Q1 		$2K Hold
40
– – ﹤0.01% 629
2018
Q4 		$1K Buy
+40
New +$2.28K ﹤0.01% 711

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Liberty Wealth Management's HES Position: Q2 2021 in Review

Liberty Wealth Management sold out of Hess (HES) in Q2 2021, closing a stake of 11 shares.

Liberty Wealth Management first reported a position in HES in Q4 2018 and held it in 6 quarters. The position peaked at $3K in Q2 2019. 536 funds tracked by Wall St. Rank hold HES as of Q2 2021.

  • Liberty Wealth Management reported no remaining Hess position as of Q2 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 11 Hess shares in Q2 2021.
  • Liberty Wealth Management first reported a position in Hess in Q4 2018 and held it in 6 quarters.
  • Liberty Wealth Management's Hess position peaked at $3K in Q2 2019.
  • 536 funds tracked by Wall St. Rank held Hess as of Q2 2021.

Based on Liberty Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.