SLI
HES

Sumitomo Life Insurance’s Hess HES Stock Holding History

Sumitomo Life Insurance’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
2018
Q2 		– Sell
-7,990
Closed -$404K – 256
2018
Q1 		$404K Sell
7,990
-109
-1% -$5.34K 0.05% 253
2017
Q4 		$384K Sell
8,099
-304
-4% -$13.7K 0.05% 254
2017
Q3 		$394K Sell
8,403
-57
-0.7% -$2.41K 0.05% 254
2017
Q2 		$371K Buy
8,460
+332
+4% +$15.5K 0.05% 256
2017
Q1 		$392K Sell
8,128
-19,315
-70% -$1.02M 0.06% 272
2016
Q4 		$1.71M Buy
27,443
+610
+2% +$33.3K 0.24% 135
2016
Q3 		$1.44M Buy
26,833
+2,707
+11% +$145K 0.21% 162
2016
Q2 		$1.45M Sell
24,126
-849
-3% -$49.2K 0.2% 180
2016
Q1 		$1.31M Buy
24,975
+3,730
+18% +$165K 0.17% 192
2015
Q4 		$1.03M Sell
21,245
-502
-2% -$28.5K 0.13% 219
2015
Q3 		$1.09M Sell
21,747
-553
-2% -$31.7K 0.14% 228
2015
Q2 		$1.49M Sell
22,300
-2,759
-11% -$196K 0.18% 197
2015
Q1 		$1.7M Sell
25,059
-2,651
-10% -$189K 0.19% 192
2014
Q4 		$2.05M Sell
27,710
-1,533
-5% -$121K 0.2% 185
2014
Q3 		$2.76M Sell
29,243
-802
-3% -$79.3K 0.27% 122
2014
Q2 		$2.97M Buy
30,045
+158
+0.5% +$14.3K 0.28% 120
2014
Q1 		$2.48M Sell
29,887
-2,522
-8% -$200K 0.24% 153
2013
Q4 		$2.69M Sell
32,409
-1,795
-5% -$146K 0.24% 149
2013
Q3 		$2.65M Sell
34,204
-1,283
-4% -$95.6K 0.25% 148
2013
Q2 		$2.36M Buy
+35,487
New +$2.46M 0.23% 165

Other funds holding HES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Sumitomo Life Insurance's HES Position: Q2 2018 in Review

Sumitomo Life Insurance sold out of Hess (HES) in Q2 2018, closing a stake of 7,990 shares — an estimated $404K sold.

Sumitomo Life Insurance first reported a position in HES in Q2 2013 and held it in 20 quarters. The position peaked at $2.97M in Q2 2014. 538 funds tracked by Wall St. Rank hold HES as of Q2 2018.

  • Sumitomo Life Insurance reported no remaining Hess position as of Q2 2018 after selling out during the quarter.
  • Sumitomo Life Insurance sold 7,990 Hess shares in Q2 2018, an estimated $404K.
  • Sumitomo Life Insurance first reported a position in Hess in Q2 2013 and held it in 20 quarters.
  • Sumitomo Life Insurance's Hess position peaked at $2.97M in Q2 2014.
  • 538 funds tracked by Wall St. Rank held Hess as of Q2 2018.

Based on Sumitomo Life Insurance's 13F filing for Q2 2018, filed 23 Jul 2018.