Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-107,500
Closed -$14.9M 4630
2025
Q2
$14.9M Sell
107,500
-19,700
-15% -$2.66M 0.03% 899
2025
Q1
$20.3M Buy
127,200
+4,500
+4% +$662K 0.05% 680
2024
Q4
$16.3M Buy
122,700
+115,700
+1,653% +$16.2M 0.04% 876
2024
Q3
$951K Sell
7,000
-45,000
-87% -$6.26M ﹤0.01% 2642
2024
Q2
$7.67M Sell
52,000
-85,800
-62% -$13.2M 0.03% 1091
2024
Q1
$21M Buy
137,800
+62,500
+83% +$9.08M 0.09% 596
2023
Q4
$10.9M Buy
75,300
+56,900
+309% +$8.34M 0.04% 889
2023
Q3
$2.82M Sell
18,400
-36,500
-66% -$5.5M 0.01% 1558
2023
Q2
$7.46M Buy
54,900
+14,300
+35% +$1.96M 0.04% 836
2023
Q1
$5.37M Sell
40,600
-13,800
-25% -$1.92M 0.04% 844
2022
Q4
$7.72M Buy
54,400
+11,400
+27% +$1.57M 0.05% 630
2022
Q3
$4.69M Buy
43,000
+13,100
+44% +$1.45M 0.04% 800
2022
Q2
$3.17M Buy
29,900
+24,300
+434% +$2.75M 0.03% 916
2022
Q1
$599K Buy
+5,600
New +$531K ﹤0.01% 1894
2021
Q1
Sell
-16,100
Closed -$850K 3320
2020
Q4
$850K Buy
+16,100
New +$732K 0.01% 1447

Other funds holding HES