PW
HES

Price Wealth’s Hess HES Stock Holding History

Price Wealth’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
2020
Q2 		– Sell
-44
Closed -$1K – 475
2020
Q1 		$1K Buy
44
+24
+120% +$1.3K ﹤0.01% 321
2019
Q4 		$1K Buy
+20
New +$1.31K ﹤0.01% 309
2018
Q3 		– Sell
-87
Closed -$6K – 277
2018
Q2 		$6K Buy
87
+65
+295% +$3.88K ﹤0.01% 347
2018
Q1 		$1K Sell
22
-22
-50% -$1.08K ﹤0.01% 337
2017
Q4 		$2K Buy
+44
New +$1.99K ﹤0.01% 308

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Price Wealth's HES Position: Q2 2020 in Review

Price Wealth sold out of Hess (HES) in Q2 2020, closing a stake of 44 shares — an estimated $1K sold.

Price Wealth first reported a position in HES in Q4 2017 and held it in 5 quarters. The position peaked at $6K in Q2 2018. 466 funds tracked by Wall St. Rank hold HES as of Q2 2020.

  • Price Wealth reported no remaining Hess position as of Q2 2020 after selling out during the quarter.
  • Price Wealth sold 44 Hess shares in Q2 2020, an estimated $1K.
  • Price Wealth first reported a position in Hess in Q4 2017 and held it in 5 quarters.
  • Price Wealth's Hess position peaked at $6K in Q2 2018.
  • 466 funds tracked by Wall St. Rank held Hess as of Q2 2020.

Based on Price Wealth's 13F filing for Q2 2020, filed 21 Jul 2020.