Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-1,170,217
Closed -$162M 3282
2025
Q2
$162M Sell
1,170,217
-59,713
-5% -$8.06M 0.04% 288
2025
Q1
$196M Sell
1,229,930
-246,364
-17% -$36.2M 0.06% 264
2024
Q4
$196M Sell
1,476,294
-70,680
-5% -$9.87M 0.06% 263
2024
Q3
$210M Buy
1,546,974
+199,362
+15% +$27.7M 0.06% 252
2024
Q2
$199M Sell
1,347,612
-18,608
-1% -$2.85M 0.06% 253
2024
Q1
$208M Buy
1,366,220
+200,781
+17% +$29.2M 0.06% 254
2023
Q4
$168M Sell
1,165,439
-71,804
-6% -$10.5M 0.05% 279
2023
Q3
$189M Sell
1,237,243
-240,942
-16% -$36.3M 0.07% 229
2023
Q2
$201M Buy
1,478,185
+165,285
+13% +$22.6M 0.07% 227
2023
Q1
$174M Sell
1,312,900
-66,076
-5% -$9.2M 0.06% 251
2022
Q4
$196M Sell
1,378,976
-467,614
-25% -$64.2M 0.08% 241
2022
Q3
$201M Sell
1,846,590
-74,875
-4% -$8.3M 0.08% 223
2022
Q2
$204M Sell
1,921,465
-169,633
-8% -$19.2M 0.08% 234
2022
Q1
$217M Sell
2,091,098
-343,268
-14% -$32.6M 0.07% 249
2021
Q4
$180M Sell
2,434,366
-202,096
-8% -$16.4M 0.05% 302
2021
Q3
$206M Buy
2,636,462
+235,600
+10% +$17.4M 0.06% 273
2021
Q2
$210M Sell
2,400,862
-72,872
-3% -$5.88M 0.06% 285
2021
Q1
$175M Buy
2,473,734
+43,645
+2% +$2.79M 0.06% 304
2020
Q4
$128M Buy
2,430,089
+517,470
+27% +$23.5M 0.04% 371
2020
Q3
$78.3M Buy
1,912,619
+182,472
+11% +$8.67M 0.03% 433
2020
Q2
$89.6M Buy
1,730,147
+113,661
+7% +$5.2M 0.04% 395
2020
Q1
$53.8M Sell
1,616,486
-13,480
-0.8% -$729K 0.03% 474
2019
Q4
$109M Buy
1,629,966
+181,308
+13% +$11.9M 0.04% 388
2019
Q3
$87.6M Buy
1,448,658
+33,184
+2% +$2.07M 0.04% 435
2019
Q2
$90M Buy
1,415,474
+1,400,596
+9,414% +$86.6M 0.04% 461
2019
Q1
$896K Sell
14,878
-235
-2% -$12.9K ﹤0.01% 764
2018
Q4
$612K Buy
15,113
+129
+0.9% +$7.36K ﹤0.01% 789
2018
Q3
$1.07M Buy
14,984
+288
+2% +$19K 0.01% 745
2018
Q2
$983K Buy
+14,696
New +$878K 0.01% 737
2017
Q1
Sell
-98,418
Closed -$6.13M 1415
2016
Q4
$6.13M Buy
98,418
+55,433
+129% +$3.03M 0.03% 570
2016
Q3
$2.31M Buy
42,985
+616
+1% +$33K 0.01% 734
2016
Q2
$2.55M Sell
42,369
-295,721
-87% -$17.1M 0.02% 667
2016
Q1
$17.8K Buy
338,090
+295,471
+693% +$13.1M 0.09% 233
2015
Q4
$2.07K Sell
42,619
-464
-1% -$26.3K 0.01% 762
2015
Q3
$2.16K Buy
43,083
+14,789
+52% +$846K 0.01% 733
2015
Q2
$1.89K Sell
28,294
-150
-0.5% -$10.6K 0.01% 843
2015
Q1
$1.93M Sell
28,444
-304
-1% -$21.7K 0.01% 864
2014
Q4
$2.12M Buy
28,748
+7,395
+35% +$586K 0.01% 818
2014
Q3
$2.01M Sell
21,353
-6,574
-24% -$650K 0.01% 813
2014
Q2
$2.76M Buy
27,927
+2,662
+11% +$240K 0.02% 703
2014
Q1
$2.09M Buy
25,265
+1,847
+8% +$147K 0.01% 788
2013
Q4
$1.94M Sell
23,418
-794
-3% -$64.5K 0.01% 796
2013
Q3
$1.87M Sell
24,212
-67,973
-74% -$5.06M 0.01% 834
2013
Q2
$6.13M Buy
+92,185
New +$6.38M 0.04% 454

Other funds holding HES