PFG
HES

Piershale Financial Group’s Hess HES Stock Holding History

Piershale Financial Group’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
2023
Q2 		– Sell
-30
Closed -$3.97K – 278
2023
Q1 		$3.97K Buy
30
+10
+50% +$1.39K ﹤0.01% 195
2022
Q4 		$2.84K Buy
+20
New +$2.75K ﹤0.01% 226

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Piershale Financial Group's HES Position: Q2 2023 in Review

Piershale Financial Group sold out of Hess (HES) in Q2 2023, closing a stake of 30 shares — an estimated $3.97K sold.

Piershale Financial Group first reported a position in HES in Q4 2022 and held it in 2 quarters. The position peaked at $3.97K in Q1 2023. 758 funds tracked by Wall St. Rank hold HES as of Q2 2023.

  • Piershale Financial Group reported no remaining Hess position as of Q2 2023 after selling out during the quarter.
  • Piershale Financial Group sold 30 Hess shares in Q2 2023, an estimated $3.97K.
  • Piershale Financial Group first reported a position in Hess in Q4 2022 and held it in 2 quarters.
  • Piershale Financial Group's Hess position peaked at $3.97K in Q1 2023.
  • 758 funds tracked by Wall St. Rank held Hess as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.