Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-21,300
Closed -$2.95M 10552
2025
Q2
$2.95M Buy
21,300
+10,600
+99% +$1.43M ﹤0.01% 4416
2025
Q1
$1.71M Sell
10,700
-97,900
-90% -$14.4M ﹤0.01% 4840
2024
Q4
$14.4M Buy
108,600
+100
+0.1% +$14K ﹤0.01% 2677
2024
Q3
$14.7M Sell
108,500
-27,200
-20% -$3.78M ﹤0.01% 2066
2024
Q2
$20M Buy
135,700
+20,400
+18% +$3.13M 0.01% 1674
2024
Q1
$17.6M Sell
115,300
-7,300
-6% -$1.06M 0.01% 1799
2023
Q4
$17.7M Buy
122,600
+17,100
+16% +$2.51M 0.01% 1664
2023
Q3
$16.1M Buy
105,500
+85,500
+428% +$12.9M 0.01% 1634
2023
Q2
$2.72M Sell
20,000
-14,000
-41% -$1.92M ﹤0.01% 3227
2023
Q1
$4.5M Sell
34,000
-56,300
-62% -$7.84M ﹤0.01% 2610
2022
Q4
$12.8M Buy
90,300
+75,900
+527% +$10.4M 0.01% 1737
2022
Q3
$1.57M Sell
14,400
-27,500
-66% -$3.05M ﹤0.01% 3373
2022
Q2
$4.44M Sell
41,900
-154,400
-79% -$17.5M ﹤0.01% 2474
2022
Q1
$21M Buy
196,300
+144,400
+278% +$13.7M 0.01% 1379
2021
Q4
$3.84M Buy
+51,900
New +$4.21M ﹤0.01% 3116
2021
Q1
Sell
-50,000
Closed -$2.64M 9192
2020
Q4
$2.64M Sell
50,000
-18,700
-27% -$850K ﹤0.01% 3120
2020
Q3
$2.81M Buy
+68,700
New +$3.26M ﹤0.01% 2735
2020
Q1
Sell
-322,200
Closed -$21.5M 8132
2019
Q4
$21.5M Sell
322,200
-35,300
-10% -$2.31M 0.01% 1323
2019
Q3
$21.6M Sell
357,500
-71,800
-17% -$4.47M 0.01% 1179
2019
Q2
$27.3M Buy
429,300
+5,000
+1% +$309K 0.01% 1011
2019
Q1
$25.6M Sell
424,300
-640,700
-60% -$35.3M 0.01% 993
2018
Q4
$43.1M Buy
1,065,000
+259,700
+32% +$14.8M 0.02% 655
2018
Q3
$57.6M Sell
805,300
-383,000
-32% -$25.2M 0.03% 613
2018
Q2
$79.5M Buy
1,188,300
+813,600
+217% +$48.6M 0.04% 470
2018
Q1
$19M Sell
374,700
-34,600
-8% -$1.7M 0.01% 1206
2017
Q4
$19.4M Sell
409,300
-490,900
-55% -$22.1M 0.01% 1220
2017
Q3
$42.2M Buy
900,200
+892,800
+12,065% +$37.8M 0.03% 683
2017
Q2
$325K Sell
7,400
-65,000
-90% -$3.04M ﹤0.01% 4430
2017
Q1
$3.49M Buy
72,400
+65,000
+878% +$3.44M ﹤0.01% 2414
2016
Q4
$461K Sell
7,400
-2,800
-27% -$153K ﹤0.01% 4181
2016
Q3
$547K Sell
10,200
-4,100
-29% -$220K ﹤0.01% 3863
2016
Q2
$859K Sell
14,300
-23,800
-62% -$1.38M ﹤0.01% 3512
2016
Q1
$2.01M Sell
38,100
-6,400
-14% -$283K ﹤0.01% 2671
2015
Q4
$2.16M Buy
44,500
+43,400
+3,945% +$2.46M ﹤0.01% 2719
2015
Q3
$55K Sell
1,100
-15,000
-93% -$859K ﹤0.01% 5754
2015
Q2
$1.08M Sell
16,100
-91,400
-85% -$6.48M ﹤0.01% 3504
2015
Q1
$7.3M Sell
107,500
-39,400
-27% -$2.81M 0.01% 1731
2014
Q4
$10.8M Buy
+146,900
New +$11.6M 0.01% 1440

Other funds holding HES