Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-23,466
Closed -$3.25M 4561
2025
Q2
$3.25M Sell
23,466
-22,420
-49% -$3.03M 0.01% 1452
2025
Q1
$7.33M Buy
45,886
+39,975
+676% +$5.88M 0.02% 891
2024
Q4
$786K Sell
5,911
-17,985
-75% -$2.51M ﹤0.01% 2302
2024
Q3
$3.25M Buy
23,896
+22,946
+2,415% +$3.19M 0.01% 1381
2024
Q2
$140K Buy
950
+941
+10,456% +$144K ﹤0.01% 3246
2024
Q1
$1.37K Buy
+9
New +$1.31K ﹤0.01% 4564
2023
Q2
Sell
-19,650
Closed -$2.69M 4888
2023
Q1
$2.6M Sell
19,650
-48,100
-71% -$6.7M 0.01% 1492
2022
Q4
$9.61M Buy
67,750
+25,956
+62% +$3.57M 0.03% 679
2022
Q3
$4.55M Sell
41,794
-15,076
-27% -$1.67M 0.01% 1096
2022
Q2
$6.03M Buy
56,870
+24,872
+78% +$2.81M 0.02% 908
2022
Q1
$3.42M Buy
31,998
+21,796
+214% +$2.07M 0.01% 1249
2021
Q4
$755K Buy
10,202
+1,086
+12% +$88.1K ﹤0.01% 2517
2021
Q3
$712K Buy
9,116
+6,404
+236% +$472K ﹤0.01% 2573
2021
Q2
$237K Buy
2,712
+118
+5% +$9.52K ﹤0.01% 3762
2021
Q1
$184K Sell
2,594
-18,308
-88% -$1.17M ﹤0.01% 3709
2020
Q4
$1.1M Buy
+20,902
New +$950K ﹤0.01% 1889
2020
Q1
Sell
-55,972
Closed -$3.03M 4207
2019
Q4
$3.74M Buy
55,972
+3,128
+6% +$205K 0.03% 758
2019
Q3
$3.2M Buy
52,844
+33,316
+171% +$2.08M 0.03% 719
2019
Q2
$1.24M Buy
+19,528
New +$1.21M 0.01% 1413
2019
Q1
Sell
-74,056
Closed -$4.07M 4431
2018
Q4
$3M Buy
74,056
+20,842
+39% +$1.19M 0.02% 770
2018
Q3
$3.81M Buy
+53,214
New +$3.51M 0.02% 825
2018
Q2
Sell
-9,572
Closed -$572K 4694
2018
Q1
$485K Sell
9,572
-115,167
-92% -$5.64M ﹤0.01% 2687
2017
Q4
$5.92K Buy
124,739
+109,388
+713% +$4.93M 0.03% 576
2017
Q3
$720 Sell
15,351
-84,742
-85% -$3.58M ﹤0.01% 2149
2017
Q2
$4.39K Buy
100,093
+13,204
+15% +$617K 0.03% 657
2017
Q1
$4.19K Buy
86,889
+40,745
+88% +$2.16M 0.03% 596
2016
Q4
$2.87M Buy
46,144
+11,882
+35% +$649K 0.02% 722
2016
Q3
$1.84M Buy
34,262
+23,330
+213% +$1.25M 0.01% 1026
2016
Q2
$657K Buy
+10,932
New +$633K ﹤0.01% 1964
2016
Q1
Sell
-44,137
Closed -$1.95M 5528
2015
Q4
$2.14M Buy
44,137
+38,239
+648% +$2.17M 0.02% 729
2015
Q3
$295K Buy
+5,898
New +$338K ﹤0.01% 1992
2015
Q2
Sell
-29,521
Closed -$2.09M 4951
2015
Q1
$2M Buy
+29,521
New +$2.11M 0.02% 638
2014
Q4
Sell
-45,127
Closed -$3.57M 4333
2014
Q3
$4.26M Buy
45,127
+18,006
+66% +$1.78M 0.05% 181
2014
Q2
$2.68K Sell
27,121
-8,570
-24% -$773K 0.04% 300
2014
Q1
$2.96K Sell
35,691
-34,409
-49% -$2.73M 0.04% 294
2013
Q4
$5.82M Buy
70,100
+2,428
+4% +$197K 0.06% 245
2013
Q3
$5.23M Sell
67,672
-94,444
-58% -$7.04M 0.06% 263
2013
Q2
$10.8M Buy
+162,116
New +$11.2M 0.1% 157

Other funds holding HES