SOAMC
HES

Spirit of America Management Corp’s Hess HES Stock Holding History

Spirit of America Management Corp’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
2025
Q3 		– Sell
-1,950
Closed -$270K – 315
2025
Q2 		$270K Hold
1,950
– – 0.06% 232
2025
Q1 		$311K Hold
1,950
– – 0.06% 219
2024
Q4 		$259K Hold
1,950
– – 0.05% 221
2024
Q3 		$265K Hold
1,950
– – 0.05% 224
2024
Q2 		$288K Hold
1,950
– – 0.06% 215
2024
Q1 		$298K Hold
1,950
– – 0.06% 202
2023
Q4 		$281K Buy
+1,950
New +$286K 0.06% 199

Other funds holding HES

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Spirit of America Management Corp's HES Position: Q3 2025 in Review

Spirit of America Management Corp sold out of Hess (HES) in Q3 2025, closing a stake of 1,950 shares — an estimated $270K sold.

Spirit of America Management Corp first reported a position in HES in Q4 2023 and held it in 7 quarters. The position peaked at $311K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Spirit of America Management Corp reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Spirit of America Management Corp sold 1,950 Hess shares in Q3 2025, an estimated $270K.
  • Spirit of America Management Corp first reported a position in Hess in Q4 2023 and held it in 7 quarters.
  • Spirit of America Management Corp's Hess position peaked at $311K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Spirit of America Management Corp's 13F filing for Q3 2025, filed 15 Oct 2025.