Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-109,818
Closed -$17.5M 545
2025
Q1
$17.5M Buy
+109,818
New +$16.1M 0.06% 303
2023
Q4
Sell
-212,000
Closed -$32.4M 550
2023
Q3
$32.4M Buy
+212,000
New +$31.9M 0.12% 236
2022
Q2
Sell
-675,496
Closed -$72.3M 592
2022
Q1
$72.3M Buy
+675,496
New +$64.1M 0.19% 161
2019
Q2
Sell
-296,700
Closed -$17.9M 789
2019
Q1
$17.9M Sell
296,700
-71,400
-19% -$3.93M 0.06% 432
2018
Q4
$14.9M Sell
368,100
-3,089
-0.8% -$176K 0.05% 447
2018
Q3
$26.6M Sell
371,189
-307,111
-45% -$20.2M 0.07% 414
2018
Q2
$45.4M Buy
678,300
+178,400
+36% +$10.7M 0.13% 244
2018
Q1
$25.3M Sell
499,900
-98,800
-17% -$4.84M 0.08% 400
2017
Q4
$28.4M Sell
598,700
-152,700
-20% -$6.89M 0.08% 379
2017
Q3
$35.2M Sell
751,400
-151,639
-17% -$6.41M 0.1% 319
2017
Q2
$39.6M Sell
903,039
-465,411
-34% -$21.8M 0.12% 272
2017
Q1
$66M Buy
1,368,450
+407,279
+42% +$21.6M 0.2% 152
2016
Q4
$59.9M Buy
961,171
+784,271
+443% +$42.9M 0.18% 167
2016
Q3
$9.48M Sell
176,900
-4,300
-2% -$230K 0.03% 596
2016
Q2
$10.9M Buy
181,200
+6,000
+3% +$347K 0.03% 560
2016
Q1
$9.22M Buy
175,200
+8,300
+5% +$367K 0.03% 590
2015
Q4
$8.09M Sell
166,900
-13,400
-7% -$761K 0.02% 640
2015
Q3
$9.03M Sell
180,300
-9,008
-5% -$516K 0.03% 612
2015
Q2
$12.7M Buy
189,308
+160,605
+560% +$11.4M 0.03% 592
2015
Q1
$1.95M Sell
28,703
-10,912
-28% -$778K ﹤0.01% 855
2014
Q4
$2.92M Sell
39,615
-8,892
-18% -$704K 0.01% 812
2014
Q3
$4.58M Sell
48,507
-28,874
-37% -$2.86M 0.01% 765
2014
Q2
$7.65M Sell
77,381
-25,782
-25% -$2.33M 0.02% 706
2014
Q1
$8.55M Sell
103,163
-163,806
-61% -$13M 0.02% 688
2013
Q4
$22.2M Sell
266,969
-6,938
-3% -$563K 0.05% 509
2013
Q3
$21.2M Sell
273,907
-656,249
-71% -$48.9M 0.05% 505
2013
Q2
$61.8M Buy
+930,156
New +$64.4M 0.14% 192

Other funds holding HES