Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-3,187,790
Closed -$442M 10553
2025
Q2
$442M Buy
3,187,790
+435,768
+16% +$58.8M 0.09% 247
2025
Q1
$440M Buy
2,752,022
+1,495,324
+119% +$220M 0.1% 243
2024
Q4
$167M Buy
1,256,698
+561,001
+81% +$78.3M 0.04% 598
2024
Q3
$94.5M Sell
695,697
-41,098
-6% -$5.72M 0.03% 756
2024
Q2
$109M Buy
736,795
+176,357
+31% +$27M 0.03% 613
2024
Q1
$85.5M Sell
560,438
-33,558
-6% -$4.87M 0.03% 732
2023
Q4
$85.6M Buy
593,996
+122,628
+26% +$18M 0.03% 657
2023
Q3
$72.1M Buy
471,368
+11,629
+3% +$1.75M 0.03% 633
2023
Q2
$62.5M Buy
459,739
+109,111
+31% +$14.9M 0.03% 709
2023
Q1
$46.4M Sell
350,628
-83,144
-19% -$11.6M 0.02% 821
2022
Q4
$61.5M Buy
433,772
+277,767
+178% +$38.2M 0.03% 702
2022
Q3
$17M Sell
156,005
-183,537
-54% -$20.3M 0.01% 1399
2022
Q2
$36M Buy
339,542
+135,773
+67% +$15.4M 0.02% 937
2022
Q1
$21.8M Sell
203,769
-49,188
-19% -$4.67M 0.01% 1348
2021
Q4
$18.7M Sell
252,957
-203,410
-45% -$16.5M 0.01% 1633
2021
Q3
$35.6M Buy
456,367
+152,291
+50% +$11.2M 0.01% 1067
2021
Q2
$26.6M Buy
304,076
+190,686
+168% +$15.4M 0.01% 1267
2021
Q1
$8.02M Sell
113,390
-114,554
-50% -$7.33M ﹤0.01% 2150
2020
Q4
$12M Buy
227,944
+13,012
+6% +$591K 0.01% 1713
2020
Q3
$8.8M Buy
214,932
+39,608
+23% +$1.88M ﹤0.01% 1734
2020
Q2
$9.08M Sell
175,324
-143,253
-45% -$6.56M ﹤0.01% 1576
2020
Q1
$10.6M Buy
318,577
+88,562
+39% +$4.79M 0.01% 1368
2019
Q4
$15.4M Sell
230,015
-15,200
-6% -$994K 0.01% 1572
2019
Q3
$14.8M Sell
245,215
-7,200
-3% -$449K 0.01% 1455
2019
Q2
$16M Sell
252,415
-305,916
-55% -$18.9M 0.01% 1376
2019
Q1
$33.6M Buy
558,331
+320,624
+135% +$17.6M 0.02% 842
2018
Q4
$9.63M Sell
237,707
-198,138
-45% -$11.3M 0.01% 1598
2018
Q3
$31.2M Buy
435,845
+156,215
+56% +$10.3M 0.02% 920
2018
Q2
$18.7M Buy
279,630
+40,256
+17% +$2.4M 0.01% 1219
2018
Q1
$12.1M Sell
239,374
-241,065
-50% -$11.8M 0.01% 1536
2017
Q4
$22.8M Buy
480,439
+241,244
+101% +$10.9M 0.01% 1109
2017
Q3
$11.2M Sell
239,195
-1,952
-0.8% -$82.6K 0.01% 1520
2017
Q2
$10.6M Sell
241,147
-19,227
-7% -$899K 0.01% 1489
2017
Q1
$12.6M Buy
260,374
+4,267
+2% +$226K 0.01% 1321
2016
Q4
$16M Sell
256,107
-30,132
-11% -$1.65M 0.01% 1172
2016
Q3
$15.3M Buy
286,239
+43,432
+18% +$2.33M 0.01% 1132
2016
Q2
$14.6M Sell
242,807
-78,394
-24% -$4.54M 0.01% 1134
2016
Q1
$16.9M Sell
321,201
-240,443
-43% -$10.6M 0.01% 994
2015
Q4
$27.2M Buy
561,644
+231,359
+70% +$13.1M 0.02% 786
2015
Q3
$16.5M Buy
330,285
+96
+0% +$5.5K 0.01% 1022
2015
Q2
$22.1M Sell
330,189
-51,894
-14% -$3.68M 0.02% 917
2015
Q1
$25.9M Sell
382,083
-223,760
-37% -$16M 0.02% 811
2014
Q4
$44.7M Buy
+605,843
New +$48M 0.04% 582

Other funds holding HES