Lindbrook Capital’s Hess Midstream HESM Stock Holding History

Lindbrook Capital’s Portfolio HESM Stock Details HESM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$577K	Sell	13,638 -9,297	-41%	-$379K	0.05%	204
2024 Q4	$849K	Buy	22,935 +1,377	+6%	+$49.5K	0.08%	154
2024 Q3	$760K	Buy	21,558 +7,223	+50%	+$265K	0.07%	169
2024 Q2	$522K	Hold	14,335	–	–	0.05%	202
2024 Q1	$518K	Buy	+14,335	New	+$484K	0.05%	213
2023 Q3	–	Sell	-9,726	Closed	-$298K	–	2747
2023 Q2	$298K	Buy	9,726 +4,742	+95%	+$137K	0.03%	249
2023 Q1	$144K	Buy	+4,984	New	+$145K	0.02%	386
2022 Q1	–	Sell	-474	Closed	-$13K	–	2532
2021 Q4	$13K	Buy	+474	New	+$12.3K	﹤0.01%	1167

Other funds holding HESM

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Lindbrook Capital's HESM Position: Q1 2025 in Review

Lindbrook Capital reduced its Hess Midstream (HESM) stake by 41% in Q1 2025, selling an estimated $379K and leaving 13,638 shares worth $577K. The position accounts for 0.05% of the portfolio, ranked #204.

Lindbrook Capital first reported a position in HESM in Q4 2021 and has held it in 8 quarters since. The position peaked at $849K in Q4 2024. 274 funds tracked by Wall St. Rank hold HESM as of Q1 2025.

Lindbrook Capital held 13,638 shares of Hess Midstream worth $577K as of Q1 2025.
Lindbrook Capital sold 9,297 Hess Midstream shares in Q1 2025, an estimated $379K.
Hess Midstream made up 0.05% of Lindbrook Capital's portfolio in Q1 2025, its #204 holding.
Lindbrook Capital first reported a position in Hess Midstream in Q4 2021 and has held it in 8 quarters since.
Lindbrook Capital's Hess Midstream position peaked at $849K in Q4 2024.
274 funds tracked by Wall St. Rank held Hess Midstream as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.