MWP
HES

Meridian Wealth Partners’s Hess HES Stock Holding History

Meridian Wealth Partners’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
2021
Q2 		– Sell
-48
Closed -$3K – 590
2021
Q1 		$3K Sell
48
-458
-91% -$29.3K ﹤0.01% 866
2020
Q4 		$27K Buy
506
+5
+1% +$227 0.01% 185
2020
Q3 		$21K Buy
+501
New +$23.8K 0.01% 201

Other funds holding HES

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Meridian Wealth Partners's HES Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Hess (HES) in Q2 2021, closing a stake of 48 shares — an estimated $3K sold.

Meridian Wealth Partners first reported a position in HES in Q3 2020 and held it in 3 quarters. The position peaked at $27K in Q4 2020. 536 funds tracked by Wall St. Rank hold HES as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Hess position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 48 Hess shares in Q2 2021, an estimated $3K.
  • Meridian Wealth Partners first reported a position in Hess in Q3 2020 and held it in 3 quarters.
  • Meridian Wealth Partners's Hess position peaked at $27K in Q4 2020.
  • 536 funds tracked by Wall St. Rank held Hess as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.