Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-108,860
Closed -$15.1M 3461
2025
Q2
$15.1M Buy
108,860
+96,582
+787% +$13M 0.07% 232
2025
Q1
$1.96M Sell
12,278
-42,553
-78% -$6.26M 0.01% 801
2024
Q4
$7.29M Buy
54,831
+44,710
+442% +$6.24M 0.03% 275
2024
Q3
$1.37M Sell
10,121
-81,855
-89% -$11.4M 0.01% 854
2024
Q2
$13.6M Buy
91,976
+74,530
+427% +$11.4M 0.09% 260
2024
Q1
$2.66M Buy
17,446
+15,770
+941% +$2.29M 0.01% 769
2023
Q4
$242K Sell
1,676
-11,053
-87% -$1.62M ﹤0.01% 1993
2023
Q3
$1.95M Sell
12,729
-7,888
-38% -$1.19M 0.03% 753
2023
Q2
$2.8M Buy
20,617
+19,186
+1,341% +$2.63M 0.02% 588
2023
Q1
$189K Sell
1,431
-3,642
-72% -$507K ﹤0.01% 2455
2022
Q4
$719K Sell
5,073
-3,613
-42% -$496K 0.01% 1220
2022
Q3
$947K Sell
8,686
-517
-6% -$57.3K 0.01% 1050
2022
Q2
$975K Buy
9,203
+3,870
+73% +$438K 0.01% 1319
2022
Q1
$571K Sell
5,333
-8,833
-62% -$838K 0.01% 1800
2021
Q4
$1.05M Buy
14,166
+4,040
+40% +$328K 0.01% 1614
2021
Q3
$791K Buy
10,126
+1,055
+12% +$77.7K ﹤0.01% 2104
2021
Q2
$792K Sell
9,071
-299,456
-97% -$24.2M ﹤0.01% 1699
2021
Q1
$21.8M Buy
308,527
+185,391
+151% +$11.9M 0.13% 157
2020
Q4
$6.5M Buy
+123,136
New +$5.6M 0.04% 388
2020
Q3
Sell
-92,398
Closed -$4.39M 3014
2020
Q2
$4.79M Sell
92,398
-12,280
-12% -$562K 0.05% 368
2020
Q1
$3.49M Buy
104,678
+85,684
+451% +$4.64M 0.05% 534
2019
Q4
$1.27M Sell
18,994
-8,222
-30% -$538K 0.01% 1106
2019
Q3
$1.65M Sell
27,216
-985
-3% -$61.4K 0.02% 1087
2019
Q2
$1.79M Buy
28,201
+19,732
+233% +$1.22M 0.01% 1090
2019
Q1
$510K Sell
8,469
-31,118
-79% -$1.71M 0.01% 1825
2018
Q4
$1.6M Sell
39,587
-45,538
-53% -$2.6M 0.02% 1026
2018
Q3
$6.09M Buy
85,125
+58,070
+215% +$3.83M 0.05% 414
2018
Q2
$1.81M Sell
27,055
-48,562
-64% -$2.9M 0.02% 995
2018
Q1
$3.83M Buy
75,617
+9,971
+15% +$489K 0.03% 530
2017
Q4
$3.12M Sell
65,646
-53,047
-45% -$2.39M 0.03% 622
2017
Q3
$5.57M Sell
118,693
-87,133
-42% -$3.69M 0.05% 288
2017
Q2
$9.03M Buy
205,826
+138,344
+205% +$6.47M 0.09% 236
2017
Q1
$3.25M Buy
67,482
+15,969
+31% +$846K 0.03% 607
2016
Q4
$3.21M Buy
51,513
+7,660
+17% +$419K 0.03% 675
2016
Q3
$2.35M Buy
43,853
+31,113
+244% +$1.67M 0.03% 651
2016
Q2
$766K Sell
12,740
-11,035
-46% -$639K 0.01% 1466
2016
Q1
$1.25M Buy
23,775
+11,317
+91% +$500K 0.01% 1167
2015
Q4
$604K Sell
12,458
-8,064
-39% -$458K ﹤0.01% 1484
2015
Q3
$1.03M Sell
20,522
-14,945
-42% -$855K 0.01% 832
2015
Q2
$2.37M Sell
35,467
-9,222
-21% -$654K 0.02% 643
2015
Q1
$3.03M Sell
44,689
-57,115
-56% -$4.07M 0.02% 618
2014
Q4
$7.51M Buy
101,804
+54,617
+116% +$4.33M 0.04% 476
2014
Q3
$4.45M Sell
47,187
-74,417
-61% -$7.36M 0.03% 538
2014
Q2
$12M Sell
121,604
-107,244
-47% -$9.68M 0.07% 283
2014
Q1
$19M Buy
228,848
+87,195
+62% +$6.93M 0.09% 270
2013
Q4
$11.8M Buy
141,653
+66,088
+87% +$5.37M 0.05% 375
2013
Q3
$5.84M Sell
75,565
-23,932
-24% -$1.78M 0.02% 572
2013
Q2
$6.62M Buy
+99,497
New +$6.89M 0.03% 498

Other funds holding HES