Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-16,004
Closed -$2.22M 557
2025
Q2
$2.22M Sell
16,004
-1,755
-10% -$237K 0.02% 419
2025
Q1
$2.84M Sell
17,759
-611
-3% -$89.8K 0.02% 388
2024
Q4
$2.44M Buy
18,370
+12,996
+242% +$1.81M 0.02% 498
2024
Q3
$730K Buy
+5,374
New +$748K 0.01% 669
2023
Q4
Sell
-5,308
Closed -$812K 610
2023
Q3
$812K Buy
+5,308
New +$799K 0.01% 472
2020
Q3
Sell
-9,120
Closed -$473K 670
2020
Q2
$473K Sell
9,120
-2,820
-24% -$129K 0.01% 493
2020
Q1
$398K Sell
11,940
-3,350
-22% -$181K 0.01% 449
2019
Q4
$1.02M Buy
+15,290
New +$1M 0.02% 569
2017
Q2
Sell
-281
Closed -$14K 1158
2017
Q1
$14K Sell
281
-2,272
-89% -$120K ﹤0.01% 1095
2016
Q4
$159K Buy
2,553
+467
+22% +$25.5K ﹤0.01% 882
2016
Q3
$112K Sell
2,086
-336
-14% -$18K 0.01% 738
2016
Q2
$146K Sell
2,422
-1,412
-37% -$81.8K 0.01% 627
2016
Q1
$202K Sell
3,834
-6,955
-64% -$307K 0.01% 479
2015
Q4
$523K Sell
10,789
-41,143
-79% -$2.34M 0.02% 307
2015
Q3
$2.6M Sell
51,932
-127,873
-71% -$7.32M 0.11% 164
2015
Q2
$12M Buy
179,805
+15,556
+9% +$1.1M 0.48% 74
2015
Q1
$11.1M Buy
164,249
+5,454
+3% +$389K 0.41% 78
2014
Q4
$11.7M Buy
158,795
+9,682
+6% +$767K 0.44% 70
2014
Q3
$14.1M Sell
149,113
-3,121
-2% -$309K 0.58% 47
2014
Q2
$15.1M Buy
152,234
+10,862
+8% +$980K 0.6% 47
2014
Q1
$11.7M Sell
141,372
-33,358
-19% -$2.65M 0.39% 88
2013
Q4
$14.5M Sell
174,730
-19,540
-10% -$1.59M 0.43% 75
2013
Q3
$15M Buy
194,270
+142,310
+274% +$10.6M 0.47% 72
2013
Q2
$3.46M Buy
+51,960
New +$3.6M 0.11% 189

Other funds holding HES