Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-1,055,429
Closed -$146M 373
2025
Q2
$146M Sell
1,055,429
-1,856,094
-64% -$251M 4.09% 8
2025
Q1
$465M Buy
2,911,523
+32,723
+1% +$4.81M 11.07% 1
2024
Q4
$383M Sell
2,878,800
-92,170
-3% -$12.9M 9.56% 1
2024
Q3
$403M Sell
2,970,970
-90,527
-3% -$12.6M 10.01% 1
2024
Q2
$452M Buy
3,061,497
+126,348
+4% +$19.4M 12.81% 1
2024
Q1
$448M Buy
2,935,149
+619,498
+27% +$90M 12.91% 2
2023
Q4
$334M Buy
+2,315,651
New +$339M 10.57% 3
2017
Q2
Sell
-86,000
Closed -$4.02M 432
2017
Q1
$4.15M Buy
86,000
+56,000
+187% +$2.97M 0.07% 231
2016
Q4
$1.87M Buy
+30,000
New +$1.64M 0.04% 310
2016
Q3
Sell
-173,800
Closed -$10.4M 452
2016
Q2
$10.4M Buy
173,800
+56,829
+49% +$3.29M 0.23% 117
2016
Q1
$6.16M Buy
+116,971
New +$5.17M 0.11% 182
2015
Q3
Sell
-25,000
Closed -$1.67M 607
2015
Q2
$1.67M Buy
+25,000
New +$1.77M 0.03% 341
2015
Q1
Sell
-18,700
Closed -$1.38M 782
2014
Q4
$1.38M Buy
+18,700
New +$1.48M 0.02% 320
2013
Q4
Sell
-23,760
Closed -$1.84M 454
2013
Q3
$1.84M Sell
23,760
-144,385
-86% -$10.8M 0.04% 274
2013
Q2
$11.2M Buy
+168,145
New +$11.6M 0.21% 146

Other funds holding HES