Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-108,400
Closed -$15M 1258
2025
Q2
$15M Buy
108,400
+709
+0.7% +$95.7K 0.01% 547
2025
Q1
$17.2M Buy
107,691
+159
+0.1% +$23.4K 0.02% 527
2024
Q4
$14.3M Buy
107,532
+5,170
+5% +$722K 0.01% 577
2024
Q3
$13.7M Sell
102,362
-666
-0.6% -$92.6K 0.01% 588
2024
Q2
$15.2M Buy
103,028
+4,520
+5% +$693K 0.01% 549
2024
Q1
$15M Sell
98,508
-1,822
-2% -$265K 0.01% 548
2023
Q4
$14.5M Buy
100,330
+12,649
+14% +$1.85M 0.01% 546
2023
Q3
$13.4M Sell
87,681
-1,987
-2% -$299K 0.02% 522
2023
Q2
$12.2M Sell
89,668
-1,263
-1% -$173K 0.01% 550
2023
Q1
$12M Buy
90,931
+2,013
+2% +$280K 0.01% 559
2022
Q4
$12.6M Buy
88,918
+329
+0.4% +$45.2K 0.02% 540
2022
Q3
$9.67M Sell
88,589
-960
-1% -$106K 0.01% 599
2022
Q2
$9.49M Sell
89,549
-9,080
-9% -$1.03M 0.01% 623
2022
Q1
$10.6M Sell
98,629
-10,834
-10% -$1.03M 0.01% 644
2021
Q4
$8.1M Buy
109,463
+13,043
+14% +$1.06M 0.01% 728
2021
Q3
$7.53M Sell
96,420
-558
-0.6% -$41.1K 0.01% 719
2021
Q2
$7.41M Buy
96,978
+1,041
+1% +$84K 0.01% 729
2021
Q1
$6.79M Buy
95,937
+318
+0.3% +$20.3K 0.01% 748
2020
Q4
$5.05M Buy
95,619
+433
+0.5% +$19.7K 0.01% 788
2020
Q3
$3.9M Buy
95,186
+31,204
+49% +$1.48M 0.01% 773
2020
Q2
$3.31M Sell
63,982
-1,153
-2% -$52.8K ﹤0.01% 757
2020
Q1
$2.17M Buy
65,135
+1,500
+2% +$81.2K ﹤0.01% 817
2019
Q4
$4.25M Sell
63,635
-6,633
-9% -$434K 0.01% 749
2019
Q3
$4.25M Sell
70,268
-4,900
-7% -$305K 0.01% 720
2019
Q2
$4.78M Sell
75,168
-1,589
-2% -$98.3K 0.01% 698
2019
Q1
$4.62M Buy
76,757
+1,700
+2% +$93.5K 0.01% 713
2018
Q4
$3.04M Buy
75,057
+831
+1% +$47.4K 0.01% 812
2018
Q3
$5.31M Sell
74,226
-1,840
-2% -$121K 0.01% 713
2018
Q2
$5.09M Sell
76,066
-1,799
-2% -$107K 0.01% 696
2018
Q1
$3.94M Sell
77,865
-2,968
-4% -$145K 0.01% 729
2017
Q4
$3.84M Sell
80,833
-3,200
-4% -$144K 0.01% 738
2017
Q3
$3.94M Sell
84,033
-6,528
-7% -$276K 0.01% 706
2017
Q2
$3.97M Sell
90,561
-81,143
-47% -$3.79M 0.01% 724
2017
Q1
$8.28M Buy
171,704
+340
+0.2% +$18K 0.01% 576
2016
Q4
$10.7M Sell
171,364
-37,497
-18% -$2.05M 0.02% 507
2016
Q3
$11.2M Buy
208,861
+88,873
+74% +$4.76M 0.02% 494
2016
Q2
$7.21M Buy
119,988
+5,250
+5% +$304K 0.01% 596
2016
Q1
$6.04M Buy
114,738
+5,242
+5% +$232K 0.01% 619
2015
Q4
$5.31M Buy
109,496
+200
+0.2% +$11.4K 0.01% 637
2015
Q3
$5.47M Buy
109,296
+1,600
+1% +$91.6K 0.01% 613
2015
Q2
$7.2M Sell
107,696
-734
-0.7% -$52.1K 0.01% 587
2015
Q1
$7.36M Sell
108,430
-8,045
-7% -$574K 0.01% 570
2014
Q4
$8.6M Sell
116,475
-21,287
-15% -$1.69M 0.01% 526
2014
Q3
$13M Sell
137,762
-3,991
-3% -$395K 0.02% 412
2014
Q2
$14M Buy
141,753
+800
+0.6% +$72.2K 0.02% 403
2014
Q1
$11.7M Sell
140,953
-15,580
-10% -$1.24M 0.02% 430
2013
Q4
$13M Sell
156,533
-13,280
-8% -$1.08M 0.02% 388
2013
Q3
$13.1M Sell
169,813
-9,695
-5% -$722K 0.03% 377
2013
Q2
$11.9M Buy
+179,508
New +$12.4M 0.03% 372

Other funds holding HES