Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-16,604
Closed -$2.3M 2621
2025
Q2
$2.3M Buy
16,604
+874
+6% +$118K 0.01% 902
2025
Q1
$2.51M Buy
15,730
+979
+7% +$144K 0.02% 796
2024
Q4
$1.96M Sell
14,751
-375
-2% -$52.4K 0.01% 894
2024
Q3
$2.05M Buy
15,126
+2,673
+21% +$372K 0.01% 869
2024
Q2
$1.84M Buy
12,453
+2,484
+25% +$381K 0.01% 872
2024
Q1
$1.52M Buy
9,969
+1,663
+20% +$242K 0.01% 948
2023
Q4
$1.2M Buy
8,306
+1,490
+22% +$218K 0.01% 1025
2023
Q3
$1.04M Buy
6,816
+1,034
+18% +$156K 0.01% 1020
2023
Q2
$786K Buy
5,782
+1,054
+22% +$144K 0.01% 1163
2023
Q1
$626K Buy
+4,728
New +$658K 0.01% 1224
2022
Q4
Sell
-3,949
Closed -$430K 1790
2022
Q3
$430K Sell
3,949
-3,731
-49% -$414K ﹤0.01% 1312
2022
Q2
$814K Buy
7,680
+151
+2% +$17.1K 0.01% 1172
2022
Q1
$806K Buy
7,529
+1,972
+35% +$187K 0.01% 1195
2021
Q4
$411K Sell
5,557
-22,724
-80% -$1.84M ﹤0.01% 1558
2021
Q3
$2.21M Buy
28,281
+5,268
+23% +$388K 0.01% 846
2021
Q2
$2.01M Buy
23,013
+908
+4% +$73.3K 0.02% 763
2021
Q1
$1.56M Buy
22,105
+15,625
+241% +$999K 0.01% 806
2020
Q4
$342K Buy
6,480
+449
+7% +$20.4K ﹤0.01% 1407
2020
Q3
$293K Sell
6,031
-135
-2% -$6.41K ﹤0.01% 1263
2020
Q2
$320K Buy
+6,166
New +$282K ﹤0.01% 1186
2020
Q1
Sell
-6,227
Closed -$416K 1524
2019
Q4
$416K Sell
6,227
-4,096
-40% -$268K 0.01% 1128
2019
Q3
$661K Buy
10,323
+3,925
+61% +$245K 0.01% 956
2019
Q2
$407K Buy
6,398
+2,484
+63% +$154K 0.01% 1132
2019
Q1
$237K Buy
+3,914
New +$215K ﹤0.01% 1313
2018
Q4
Sell
-3,921
Closed -$281K 1450
2018
Q3
$281K Sell
3,921
-4,142
-51% -$273K 0.01% 1252
2018
Q2
$534K Sell
8,063
-2,197
-21% -$131K 0.01% 728
2018
Q1
$520K Buy
+10,260
New +$503K 0.02% 652
2017
Q4
Sell
-10,586
Closed -$470K 1275
2017
Q3
$470K Sell
10,586
-58
-0.5% -$2.45K 0.01% 924
2017
Q2
$452K Sell
10,644
-1,761
-14% -$82.3K 0.01% 883
2017
Q1
$586K Sell
12,405
-986
-7% -$52.2K 0.02% 750
2016
Q4
$828K Buy
13,391
+1,304
+11% +$71.3K 0.03% 552
2016
Q3
$632K Sell
12,087
-907
-7% -$48.6K 0.03% 572
2016
Q2
$739K Buy
12,994
+1,613
+14% +$93.4K 0.03% 500
2016
Q1
$599K Sell
11,381
-931
-8% -$41.1K 0.03% 512
2015
Q4
$597K Buy
12,312
+319
+3% +$18.1K 0.03% 537
2015
Q3
$600K Buy
11,993
+8
+0.1% +$458 0.03% 509
2015
Q2
$802K Buy
11,985
+1,667
+16% +$118K 0.04% 444
2015
Q1
$700K Buy
10,318
+659
+7% +$47K 0.04% 457
2014
Q4
$713K Sell
9,659
-739
-7% -$58.5K 0.05% 436
2014
Q3
$981K Sell
10,398
-1,191
-10% -$118K 0.07% 324
2014
Q2
$1.15M Buy
11,589
+2,689
+30% +$243K 0.1% 252
2014
Q1
$738K Buy
8,900
+382
+4% +$30.4K 0.08% 309
2013
Q4
$707K Buy
+8,518
New +$692K 0.08% 305

Other funds holding HES