Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-24,972
Closed -$3.46M 2361
2025
Q2
$3.46M Sell
24,972
-25,328
-50% -$3.42M 0.03% 714
2025
Q1
$8.03M Sell
50,300
-13,800
-22% -$2.03M 0.05% 386
2024
Q4
$8.53M Buy
64,100
+17,077
+36% +$2.38M 0.05% 341
2024
Q3
$6.39M Buy
47,023
+19,443
+70% +$2.7M 0.05% 446
2024
Q2
$4.07M Buy
27,580
+20,910
+313% +$3.2M 0.03% 622
2024
Q1
$1.02M Sell
6,670
-53
-0.8% -$7.7K 0.01% 1220
2023
Q4
$969K Sell
6,723
-38,777
-85% -$5.68M 0.01% 1048
2023
Q3
$6.96M Sell
45,500
-176,403
-79% -$26.6M 0.06% 456
2023
Q2
$30.2M Buy
+221,903
New +$30.4M 0.26% 103
2022
Q4
Sell
-17,200
Closed -$1.88M 2773
2022
Q3
$1.88M Buy
17,200
+12,580
+272% +$1.39M 0.02% 894
2022
Q2
$489K Sell
4,620
-120,380
-96% -$13.6M 0.01% 1381
2022
Q1
$13.4M Sell
125,000
-139,900
-53% -$13.3M 0.15% 205
2021
Q4
$19.6M Buy
264,900
+27,500
+12% +$2.23M 0.19% 140
2021
Q3
$18.5M Buy
+237,400
New +$17.5M 0.21% 132
2021
Q2
Sell
-16,400
Closed -$1.16M 2088
2021
Q1
$1.16M Sell
16,400
-64,185
-80% -$4.1M 0.02% 833
2020
Q4
$4.25M Sell
80,585
-261,393
-76% -$11.9M 0.06% 432
2020
Q3
$14M Buy
341,978
+224,718
+192% +$10.7M 0.28% 88
2020
Q2
$6.08M Buy
117,260
+108,604
+1,255% +$4.97M 0.17% 192
2020
Q1
$288K Sell
8,656
-5,087
-37% -$275K 0.02% 774
2019
Q4
$918K Sell
13,743
-1,274
-8% -$83.3K 0.02% 537
2019
Q3
$908K Buy
+15,017
New +$936K 0.03% 492
2019
Q1
Sell
-152,200
Closed -$6.16M 1117
2018
Q4
$6.16M Buy
152,200
+126,300
+488% +$7.2M 0.24% 108
2018
Q3
$1.85M Buy
25,900
+17,553
+210% +$1.16M 0.08% 299
2018
Q2
$558K Buy
+8,347
New +$499K 0.03% 515
2017
Q2
Sell
-64,301
Closed -$3.1M 678
2017
Q1
$3.1M Buy
+64,301
New +$3.41M 0.31% 92
2016
Q3
Sell
-42,756
Closed -$2.57M 469
2016
Q2
$2.57M Buy
+42,756
New +$2.48M 0.58% 33

Other funds holding HES