Syverson Strege & Co’s Hess HES Stock Holding History

Syverson Strege & Co’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
2023 Q2	–	Sell	-27	Closed	-$3.57K	–	300
2023 Q1	$3.57K	Buy	+27	New	+$3.76K	﹤0.01%	389

Other funds holding HES

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Syverson Strege & Co's HES Position: Q2 2023 in Review

Syverson Strege & Co sold out of Hess (HES) in Q2 2023, closing a stake of 27 shares — an estimated $3.57K sold.

Syverson Strege & Co first reported a position in HES in Q1 2023 and held it in 1 quarter. The position peaked at $3.57K in Q1 2023. 757 funds tracked by Wall St. Rank hold HES as of Q2 2023.

Syverson Strege & Co reported no remaining Hess position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 27 Hess shares in Q2 2023, an estimated $3.57K.
Syverson Strege & Co first reported a position in Hess in Q1 2023 and held it in 1 quarter.
Syverson Strege & Co's Hess position peaked at $3.57K in Q1 2023.
757 funds tracked by Wall St. Rank held Hess as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.