Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-68,900
Closed -$10.5M 1472
2024
Q1
$10.5M Hold
68,900
0.02% 624
2023
Q4
$9.93M Sell
68,900
-34,200
-33% -$5.01M 0.02% 684
2023
Q3
$15.8M Sell
103,100
-600
-0.6% -$90.3K 0.04% 419
2023
Q2
$14.1M Buy
+103,700
New +$14.2M 0.02% 527
2023
Q1
Sell
-55,200
Closed -$7.83M 1395
2022
Q4
$7.83M Sell
55,200
-4,200
-7% -$577K 0.02% 640
2022
Q3
$6.47M Buy
+59,400
New +$6.58M 0.01% 700
2022
Q1
Sell
-42,300
Closed -$3.13M 1736
2021
Q4
$3.13M Sell
42,300
-58,400
-58% -$4.74M 0.01% 983
2021
Q3
$7.87M Sell
100,700
-47,100
-32% -$3.47M 0.02% 644
2021
Q2
$12.9M Sell
147,800
-38,000
-20% -$3.07M 0.03% 445
2021
Q1
$13.1M Buy
185,800
+147,200
+381% +$9.41M 0.05% 381
2020
Q4
$2.04M Sell
38,600
-206,000
-84% -$9.36M 0.01% 848
2020
Q3
$10M Buy
+244,600
New +$11.6M 0.04% 430
2020
Q2
Sell
-109,500
Closed -$3.65M 1554
2020
Q1
$3.65M Buy
+109,500
New +$5.92M 0.02% 570
2019
Q3
Sell
-28,600
Closed -$1.82M 1329
2019
Q2
$1.82M Buy
+28,600
New +$1.77M 0.01% 681
2018
Q4
Sell
-98,800
Closed -$7.07M 1400
2018
Q3
$7.07M Sell
98,800
-106,700
-52% -$7.03M 0.05% 316
2018
Q2
$13.7M Buy
205,500
+149,900
+270% +$8.95M 0.08% 202
2018
Q1
$2.81M Buy
55,600
+43,000
+341% +$2.11M 0.02% 458
2017
Q4
$598K Buy
12,600
+3,800
+43% +$171K ﹤0.01% 783
2017
Q3
$413K Buy
+8,800
New +$372K ﹤0.01% 775
2017
Q2
Sell
-56,200
Closed -$2.71M 1033
2017
Q1
$2.71M Sell
56,200
-113,600
-67% -$6.02M 0.02% 496
2016
Q4
$10.6M Buy
169,800
+137,500
+426% +$7.52M 0.1% 234
2016
Q3
$1.73M Sell
32,300
-90,400
-74% -$4.84M 0.02% 527
2016
Q2
$7.37M Buy
122,700
+20,800
+20% +$1.2M 0.12% 188
2016
Q1
$5.37M Buy
101,900
+83,600
+457% +$3.69M 0.1% 207
2015
Q4
$887K Buy
+18,300
New +$1.04M 0.02% 688
2015
Q1
Sell
-19,300
Closed -$1.43M 1209
2014
Q4
$1.43M Sell
19,300
-22,500
-54% -$1.78M 0.04% 494
2014
Q3
$3.94M Buy
+41,800
New +$4.13M 0.1% 212
2014
Q2
Sell
-300
Closed -$25K 952
2014
Q1
$25K Sell
300
-10,700
-97% -$850K ﹤0.01% 894
2013
Q4
$913K Buy
11,000
+10,300
+1,471% +$837K 0.02% 619
2013
Q3
$54K Sell
700
-15,000
-96% -$1.12M ﹤0.01% 763
2013
Q2
$1.04M Buy
+15,700
New +$1.09M 0.04% 461

Other funds holding HES