SFO
HES

Standard Family Office’s Hess HES Stock Holding History

Standard Family Office’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
Q3 		– Sell
-1,652
Closed -$144K – 275
2021
Q2 		$144K Buy
1,652
+201
+14% +$16.2K 0.03% 180
2021
Q1 		$103K Sell
1,451
-294
-17% -$18.8K 0.02% 199
2020
Q4 		$92K Buy
+1,745
New +$79.3K 0.02% 212

Other funds holding HES

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Standard Family Office's HES Position: Q3 2021 in Review

Standard Family Office sold out of Hess (HES) in Q3 2021, closing a stake of 1,652 shares — an estimated $144K sold.

Standard Family Office first reported a position in HES in Q4 2020 and held it in 3 quarters. The position peaked at $144K in Q2 2021. 508 funds tracked by Wall St. Rank hold HES as of Q3 2021.

  • Standard Family Office reported no remaining Hess position as of Q3 2021 after selling out during the quarter.
  • Standard Family Office sold 1,652 Hess shares in Q3 2021, an estimated $144K.
  • Standard Family Office first reported a position in Hess in Q4 2020 and held it in 3 quarters.
  • Standard Family Office's Hess position peaked at $144K in Q2 2021.
  • 508 funds tracked by Wall St. Rank held Hess as of Q3 2021.

Based on Standard Family Office's 13F filing for Q3 2021, filed 15 Nov 2021.