Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-8,000
Closed -$592K 3368
2021
Q4
$592K Buy
+8,000
New +$649K ﹤0.01% 3082
2021
Q3
Sell
-4,000
Closed -$349K 4429
2021
Q2
$349K Sell
4,000
-10,000
-71% -$807K ﹤0.01% 3383
2021
Q1
$991K Sell
14,000
-24,900
-64% -$1.59M ﹤0.01% 2328
2020
Q4
$2.05M Sell
38,900
-12,700
-25% -$577K 0.01% 1477
2020
Q3
$2.11M Buy
51,600
+37,200
+258% +$1.77M 0.01% 1268
2020
Q2
$746K Sell
14,400
-15,700
-52% -$719K ﹤0.01% 1727
2020
Q1
$1M Buy
30,100
+12,100
+67% +$655K 0.01% 1411
2019
Q4
$1.2M Sell
18,000
-5,100
-22% -$334K ﹤0.01% 2025
2019
Q3
$1.4M Buy
23,100
+7,600
+49% +$474K ﹤0.01% 1710
2019
Q2
$985K Sell
15,500
-7,500
-33% -$464K ﹤0.01% 1940
2019
Q1
$1.39M Sell
23,000
-6,200
-21% -$341K ﹤0.01% 1631
2018
Q4
$1.18M Sell
29,200
-7,800
-21% -$445K ﹤0.01% 1542
2018
Q3
$2.65M Buy
37,000
+4,800
+15% +$316K 0.01% 1288
2018
Q2
$2.15M Sell
32,200
-21,000
-39% -$1.25M 0.01% 1558
2018
Q1
$2.69M Sell
53,200
-61,600
-54% -$3.02M 0.01% 1310
2017
Q4
$5.45M Sell
114,800
-123,200
-52% -$5.56M 0.02% 856
2017
Q3
$11.2M Buy
238,000
+127,100
+115% +$5.38M 0.04% 483
2017
Q2
$4.87M Sell
110,900
-287,900
-72% -$13.5M 0.02% 869
2017
Q1
$19.2M Buy
398,800
+345,800
+652% +$18.3M 0.06% 388
2016
Q4
$3.3M Buy
53,000
+13,000
+33% +$711K 0.01% 1118
2016
Q3
$2.15M Buy
40,000
+14,000
+54% +$750K 0.01% 1402
2016
Q2
$1.56M Hold
26,000
0.01% 1426
2016
Q1
$1.37M Buy
26,000
+20,000
+333% +$884K 0.01% 1415
2015
Q4
$291K Sell
6,000
-21,000
-78% -$1.19M ﹤0.01% 2256
2015
Q3
$1.35M Buy
27,000
+16,000
+145% +$916K 0.01% 1033
2015
Q2
$736K Sell
11,000
-5,000
-31% -$355K ﹤0.01% 1864
2015
Q1
$1.09M Buy
+16,000
New +$1.14M 0.01% 1524

Other funds holding HES