ShoreHaven Wealth Partners’s Hess HES Stock Holding History

ShoreHaven Wealth Partners’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
2021 Q2	–	Sell	-77	Closed	-$5K	–	138
2021 Q1	$5K	Hold	77	–	–	﹤0.01%	223
2020 Q4	$4K	Buy	+77	New	+$3.5K	﹤0.01%	203

Other funds holding HES

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

ShoreHaven Wealth Partners's HES Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Hess (HES) in Q2 2021, closing a stake of 77 shares — an estimated $5K sold.

ShoreHaven Wealth Partners first reported a position in HES in Q4 2020 and held it in 2 quarters. The position peaked at $5K in Q1 2021. 537 funds tracked by Wall St. Rank hold HES as of Q2 2021.

ShoreHaven Wealth Partners reported no remaining Hess position as of Q2 2021 after selling out during the quarter.
ShoreHaven Wealth Partners sold 77 Hess shares in Q2 2021, an estimated $5K.
ShoreHaven Wealth Partners first reported a position in Hess in Q4 2020 and held it in 2 quarters.
ShoreHaven Wealth Partners's Hess position peaked at $5K in Q1 2021.
537 funds tracked by Wall St. Rank held Hess as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.