SPG
HES

Strategic Planning Group’s Hess HES Stock Holding History

Strategic Planning Group’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
2024
Q2 		– Sell
-8,481
Closed -$1.29M – 92
2024
Q1 		$1.29M Buy
8,481
+1,300
+18% +$189K 0.32% 84
2023
Q4 		$1.04M Buy
+7,181
New +$1.05M 0.34% 81

Other funds holding HES

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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Strategic Planning Group's HES Position: Q2 2024 in Review

Strategic Planning Group sold out of Hess (HES) in Q2 2024, closing a stake of 8,481 shares — an estimated $1.29M sold.

Strategic Planning Group first reported a position in HES in Q4 2023 and held it in 2 quarters. The position peaked at $1.29M in Q1 2024. 812 funds tracked by Wall St. Rank hold HES as of Q2 2024.

  • Strategic Planning Group reported no remaining Hess position as of Q2 2024 after selling out during the quarter.
  • Strategic Planning Group sold 8,481 Hess shares in Q2 2024, an estimated $1.29M.
  • Strategic Planning Group first reported a position in Hess in Q4 2023 and held it in 2 quarters.
  • Strategic Planning Group's Hess position peaked at $1.29M in Q1 2024.
  • 812 funds tracked by Wall St. Rank held Hess as of Q2 2024.

Based on Strategic Planning Group's 13F filing for Q2 2024, filed 2 Aug 2024.