Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-86,400
Closed -$12M 2321
2025
Q2
$12M Buy
86,400
+83,172
+2,577% +$11.2M 0.03% 706
2025
Q1
$516K Buy
+3,228
New +$475K ﹤0.01% 1784
2023
Q3
Sell
-169,139
Closed -$25.5M 284
2023
Q2
$23M Buy
+169,139
New +$23.1M 0.07% 348
2023
Q1
Sell
-225,693
Closed -$31.4M 245
2022
Q4
$32M Sell
225,693
-44,389
-16% -$6.1M 0.11% 227
2022
Q3
$29.4M Buy
+270,082
New +$29.9M 0.14% 181
2022
Q2
Sell
-817,306
Closed -$92.5M 151
2022
Q1
$87.5M Buy
817,306
+107,403
+15% +$10.2M 0.31% 67
2021
Q4
$52.6M Buy
709,903
+682,628
+2,503% +$55.4M 0.17% 123
2021
Q3
$2.13M Buy
27,275
+19,560
+254% +$1.44M 0.01% 1148
2021
Q2
$673K Buy
7,715
+2,583
+50% +$208K ﹤0.01% 1487
2021
Q1
$363K Buy
+5,132
New +$328K ﹤0.01% 1583
2020
Q4
Sell
-50,753
Closed -$2.08M 1868
2020
Q3
$2.08M Buy
50,753
+17,004
+50% +$808K 0.01% 1180
2020
Q2
$1.75M Sell
33,749
-42,436
-56% -$1.94M 0.01% 1110
2020
Q1
$2.54M Buy
76,185
+42,787
+128% +$2.32M 0.02% 795
2019
Q4
$2.23M Buy
33,398
+28,069
+527% +$1.84M 0.01% 1298
2019
Q3
$322K Sell
5,329
-8,891
-63% -$554K ﹤0.01% 1651
2019
Q2
$905K Sell
14,220
-17,430
-55% -$1.08M ﹤0.01% 1556
2019
Q1
$1.91M Buy
31,650
+6,237
+25% +$343K 0.01% 1354
2018
Q4
$1.03M Sell
25,413
-92,744
-78% -$5.29M ﹤0.01% 1438
2018
Q3
$8.46M Buy
118,157
+90,049
+320% +$5.94M 0.03% 715
2018
Q2
$1.88M Sell
28,108
-5,686
-17% -$340K 0.01% 1381
2018
Q1
$1.71M Buy
+33,794
New +$1.66M 0.01% 1343

Other funds holding HES