TAM
HES

Tucker Asset Management’s Hess HES Stock Holding History

Tucker Asset Management’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
-33
Closed -$4.37K – 1223
2023
Q1 		$4.37K Hold
33
– – ﹤0.01% 739
2022
Q4 		$4.65K Hold
33
– – ﹤0.01% 454
2022
Q3 		$4.66K Buy
+33
New +$3.66K ﹤0.01% 447

Other funds holding HES

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tucker Asset Management's HES Position: Q2 2023 in Review

Tucker Asset Management sold out of Hess (HES) in Q2 2023, closing a stake of 33 shares — an estimated $4.37K sold.

Tucker Asset Management first reported a position in HES in Q3 2022 and held it in 3 quarters. The position peaked at $4.66K in Q3 2022. 757 funds tracked by Wall St. Rank hold HES as of Q2 2023.

  • Tucker Asset Management reported no remaining Hess position as of Q2 2023 after selling out during the quarter.
  • Tucker Asset Management sold 33 Hess shares in Q2 2023, an estimated $4.37K.
  • Tucker Asset Management first reported a position in Hess in Q3 2022 and held it in 3 quarters.
  • Tucker Asset Management's Hess position peaked at $4.66K in Q3 2022.
  • 757 funds tracked by Wall St. Rank held Hess as of Q2 2023.

Based on Tucker Asset Management's 13F filing for Q2 2023, filed 8 Sep 2023.