Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-315,163
Closed -$43.7M 1531
2025
Q2
$43.7M Sell
315,163
-67,426
-18% -$9.1M 0.31% 63
2025
Q1
$61.1M Hold
382,589
0.57% 25
2024
Q4
$50.9M Buy
382,589
+129,000
+51% +$18M 0.43% 37
2024
Q3
$34.4M Buy
253,589
+30,675
+14% +$4.27M 0.27% 62
2024
Q2
$32.9M Sell
222,914
-73,658
-25% -$11.3M 0.28% 69
2024
Q1
$45.3M Buy
296,572
+68,605
+30% +$9.96M 0.46% 44
2023
Q4
$32.9M Buy
227,967
+17,713
+8% +$2.6M 0.38% 50
2023
Q3
$32.2M Buy
210,254
+60,695
+41% +$9.14M 0.36% 55
2023
Q2
$20.3M Buy
149,559
+13,130
+10% +$1.8M 0.23% 101
2023
Q1
$18.1M Buy
136,429
+32,799
+32% +$4.57M 0.28% 93
2022
Q4
$14.7M Buy
+103,630
New +$14.2M 0.26% 100
2021
Q1
Sell
-4,456
Closed -$235K 1005
2020
Q4
$235K Sell
4,456
-11,478
-72% -$522K ﹤0.01% 414
2020
Q3
$652K Buy
+15,934
New +$757K 0.01% 251
2020
Q1
Sell
-21,021
Closed -$1.4K 327
2019
Q4
$1.4K Buy
21,021
+12,402
+144% +$811K ﹤0.01% 170
2019
Q3
$521K Sell
8,619
-32,078
-79% -$2M 0.03% 258
2019
Q2
$2.59M Buy
40,697
+36,351
+836% +$2.25M 0.09% 109
2019
Q1
$262K Sell
4,346
-25,591
-85% -$1.41M 0.01% 320
2018
Q4
$1.21M Buy
29,937
+13,796
+85% +$787K 0.06% 156
2018
Q3
$1.16M Sell
16,141
-5,603
-26% -$369K 0.07% 126
2018
Q2
$1.45M Buy
21,744
+13,294
+157% +$794K 0.08% 142
2018
Q1
$401K Hold
8,450
0.04% 261
2017
Q4
$401K Sell
8,450
-7,998
-49% -$361K 0.04% 261
2017
Q3
$771K Sell
16,448
-3,687
-18% -$156K 0.08% 132
2017
Q2
$883K Buy
20,135
+4,858
+32% +$227K 0.06% 332
2017
Q1
$737K Buy
+15,277
New +$809K 0.07% 158
2016
Q3
Sell
-16,507
Closed -$992K 401
2016
Q2
$992K Sell
16,507
-12,633
-43% -$732K 0.15% 192
2016
Q1
$1.53K Buy
+29,140
New +$1.29M 0.17% 117
2015
Q4
Sell
-11,812
Closed -$591K 288
2015
Q3
$591K Buy
11,812
+5,409
+84% +$310K 0.06% 209
2015
Q2
$428K Buy
+6,403
New +$454K 0.05% 323
2015
Q1
Sell
-12,994
Closed -$959K 408
2014
Q4
$959K Buy
+12,994
New +$1.03M 0.13% 214
2014
Q3
Sell
-16,566
Closed -$1.64M 396
2014
Q2
$1.64M Buy
16,566
+13,386
+421% +$1.21M 0.14% 198
2014
Q1
$263K Buy
+3,180
New +$253K 0.04% 200

Other funds holding HES