LM Advisors’s Hess HES Stock Holding History

LM Advisors’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 Q2	–	Sell	-2,033	Closed	-$310K	–	203
2024 Q1	$310K	Sell	2,033 -38	-2%	-$5.52K	0.05%	174
2023 Q4	$299K	Buy	+2,071	New	+$304K	0.06%	153

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

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

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

FCM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

LM Advisors's HES Position: Q2 2024 in Review

LM Advisors sold out of Hess (HES) in Q2 2024, closing a stake of 2,033 shares — an estimated $310K sold.

LM Advisors first reported a position in HES in Q4 2023 and held it in 2 quarters. The position peaked at $310K in Q1 2024. 812 funds tracked by Wall St. Rank hold HES as of Q2 2024.

LM Advisors reported no remaining Hess position as of Q2 2024 after selling out during the quarter.
LM Advisors sold 2,033 Hess shares in Q2 2024, an estimated $310K.
LM Advisors first reported a position in Hess in Q4 2023 and held it in 2 quarters.
LM Advisors's Hess position peaked at $310K in Q1 2024.
812 funds tracked by Wall St. Rank held Hess as of Q2 2024.

Based on LM Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.