Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-239,474
Closed -$33.2M 682
2025
Q2
$33.2M Buy
239,474
+32,797
+16% +$4.43M 0.04% 274
2025
Q1
$33M Hold
206,677
0.04% 263
2024
Q4
$27.5M Sell
206,677
-893
-0.4% -$125K 0.03% 296
2024
Q3
$28.2M Hold
207,570
0.04% 281
2024
Q2
$30.6M Sell
207,570
-34,413
-14% -$5.27M 0.04% 251
2024
Q1
$36.9M Sell
241,983
-7,805
-3% -$1.13M 0.32% 96
2023
Q4
$36M Sell
249,788
-14,222
-5% -$2.08M 0.06% 217
2023
Q3
$40.4M Sell
264,010
-24,429
-8% -$3.68M 0.07% 195
2023
Q2
$39.2M Sell
288,439
-7,775
-3% -$1.06M 0.07% 213
2023
Q1
$39.2M Sell
296,214
-3,456
-1% -$481K 0.08% 204
2022
Q4
$42.5M Buy
299,670
+45,042
+18% +$6.19M 0.09% 194
2022
Q3
$27.8M Sell
254,628
-3,687
-1% -$409K 0.07% 240
2022
Q2
$27.4M Sell
258,315
-40,399
-14% -$4.57M 0.06% 252
2022
Q1
$32M Sell
298,714
-322
-0.1% -$30.5K 0.06% 255
2021
Q4
$22.1M Sell
299,036
-11,897
-4% -$965K 0.04% 329
2021
Q3
$24.3M Buy
310,933
+604
+0.2% +$44.5K 0.05% 305
2021
Q2
$27.1M Buy
310,329
+155,431
+100% +$12.5M 0.05% 287
2021
Q1
$11M Buy
+154,898
New +$9.91M 0.02% 447

Other funds holding HES