Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-6,598
Closed -$914K 3764
2025
Q2
$914K Sell
6,598
-2,506
-28% -$338K ﹤0.01% 2300
2025
Q1
$1.45M Buy
9,104
+2,243
+33% +$330K ﹤0.01% 1945
2024
Q4
$913K Sell
6,861
-121,970
-95% -$17M ﹤0.01% 2237
2024
Q3
$17.5M Sell
128,831
-164,730
-56% -$22.9M 0.04% 543
2024
Q2
$43.3M Sell
293,561
-25,910
-8% -$3.97M 0.1% 240
2024
Q1
$48.8M Sell
319,471
-29,590
-8% -$4.3M 0.11% 231
2023
Q4
$50.3M Buy
349,061
+340,661
+4,055% +$49.9M 0.12% 225
2023
Q3
$1.29M Hold
8,400
﹤0.01% 1790
2023
Q2
$1.14M Sell
8,400
-41,261
-83% -$5.65M ﹤0.01% 1874
2023
Q1
$6.57M Buy
49,661
+37,761
+317% +$5.26M 0.02% 774
2022
Q4
$1.69M Buy
+11,900
New +$1.63M 0.01% 1410
2022
Q2
Sell
-6,061
Closed -$649K 2690
2022
Q1
$649K Sell
6,061
-8,659
-59% -$821K ﹤0.01% 1894
2021
Q4
$1.09M Buy
+14,720
New +$1.19M ﹤0.01% 2478
2020
Q2
Sell
-22,243
Closed -$1.02M 3180
2020
Q1
$741K Buy
22,243
+14,140
+175% +$765K 0.01% 1651
2019
Q4
$541K Sell
8,103
-1,923
-19% -$126K ﹤0.01% 2737
2019
Q3
$606K Buy
+10,026
New +$625K ﹤0.01% 2395
2019
Q1
Sell
-24,866
Closed -$1.37M 3205
2018
Q4
$1.01M Buy
+24,866
New +$1.42M ﹤0.01% 1648
2017
Q3
Sell
-29,446
Closed -$1.25M 2918
2017
Q2
$1.29M Buy
+29,446
New +$1.38M ﹤0.01% 1733
2016
Q1
Sell
-70,290
Closed -$3.11M 2927
2015
Q4
$3.41M Buy
+70,290
New +$3.99M 0.02% 824
2015
Q3
Sell
-79,290
Closed -$4.54M 2412
2015
Q2
$5.3M Sell
79,290
-250,232
-76% -$17.8M 0.02% 701
2015
Q1
$22.4M Buy
329,522
+277,203
+530% +$19.8M 0.1% 247
2014
Q4
$3.86M Buy
+52,319
New +$4.14M 0.02% 728
2014
Q1
Sell
-24,729
Closed -$2.05M 2101
2013
Q4
$2.05M Buy
+24,729
New +$2.01M 0.01% 985

Other funds holding HES