Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,900
Closed -$901K 1473
2024
Q1
$901K Sell
5,900
-60,300
-91% -$8.76M ﹤0.01% 1072
2023
Q4
$9.54M Buy
+66,200
New +$9.7M 0.02% 700
2023
Q1
Sell
-18,500
Closed -$2.62M 1396
2022
Q4
$2.62M Sell
18,500
-102,200
-85% -$14M 0.01% 883
2022
Q3
$13.2M Hold
120,700
0.03% 480
2022
Q2
$12.8M Buy
120,700
+70,300
+139% +$7.95M 0.02% 565
2022
Q1
$5.39M Sell
50,400
-78,500
-61% -$7.45M 0.01% 903
2021
Q4
$9.54M Buy
128,900
+50,400
+64% +$4.09M 0.02% 640
2021
Q3
$6.13M Buy
+78,500
New +$5.78M 0.01% 711
2021
Q1
Sell
-6,100
Closed -$322K 1443
2020
Q4
$322K Buy
+6,100
New +$277K ﹤0.01% 1073
2020
Q3
Sell
-109,500
Closed -$5.67M 1385
2020
Q2
$5.67M Hold
109,500
0.02% 619
2020
Q1
$3.65M Buy
109,500
+53,400
+95% +$2.89M 0.02% 571
2019
Q4
$3.75M Hold
56,100
0.01% 573
2019
Q3
$3.39M Buy
56,100
+41,900
+295% +$2.61M 0.01% 569
2019
Q2
$903K Sell
14,200
-58,900
-81% -$3.64M ﹤0.01% 826
2019
Q1
$4.4M Hold
73,100
0.02% 475
2018
Q4
$2.96M Sell
73,100
-19,800
-21% -$1.13M 0.02% 628
2018
Q3
$6.65M Sell
92,900
-366,900
-80% -$24.2M 0.05% 335
2018
Q2
$30.8M Buy
459,800
+206,900
+82% +$12.4M 0.19% 100
2018
Q1
$12.8M Buy
+252,900
New +$12.4M 0.1% 168
2017
Q4
Sell
-26,900
Closed -$1.26M 1071
2017
Q3
$1.26M Sell
26,900
-5,500
-17% -$233K 0.01% 640
2017
Q2
$1.42M Sell
32,400
-221,000
-87% -$10.3M 0.01% 613
2017
Q1
$12.2M Sell
253,400
-568,000
-69% -$30.1M 0.11% 188
2016
Q4
$51.2M Buy
821,400
+728,500
+784% +$39.8M 0.5% 27
2016
Q3
$4.98M Buy
92,900
+23,500
+34% +$1.26M 0.06% 283
2016
Q2
$4.17M Sell
69,400
-232,700
-77% -$13.5M 0.07% 304
2016
Q1
$15.9M Buy
302,100
+219,100
+264% +$9.68M 0.3% 57
2015
Q4
$4.02M Buy
83,000
+63,000
+315% +$3.58M 0.08% 237
2015
Q3
$1M Buy
+20,000
New +$1.14M 0.03% 545
2015
Q1
Sell
-20,700
Closed -$1.53M 1211
2014
Q4
$1.53M Buy
20,700
+8,400
+68% +$665K 0.04% 465
2014
Q3
$1.16M Buy
+12,300
New +$1.22M 0.03% 534
2014
Q2
Sell
-5,100
Closed -$423K 953
2014
Q1
$423K Sell
5,100
-3,100
-38% -$246K 0.01% 775
2013
Q4
$681K Buy
8,200
+1,300
+19% +$106K 0.02% 682
2013
Q3
$534K Sell
6,900
-16,700
-71% -$1.24M 0.02% 588
2013
Q2
$1.57M Buy
+23,600
New +$1.63M 0.06% 363

Other funds holding HES