Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-25,584
Closed -$3.54M 121
2025
Q2
$3.54M Buy
25,584
+22,584
+753% +$3.05M 1.91% 15
2025
Q1
$479K Sell
3,000
-247,000
-99% -$36.3M 0.07% 67
2024
Q4
$33.3M Buy
250,000
+125,000
+100% +$17.5M 14.96% 2
2024
Q3
$17M Buy
+125,000
New +$17.4M 6.93% 7
2024
Q2
Sell
-100,000
Closed -$15.3M 102
2024
Q1
$15.3M Hold
100,000
1.71% 14
2023
Q4
$14.4M Buy
+100,000
New +$14.7M 2.51% 10

Other funds holding HES