Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-63,600
Closed -$8.81M 4560
2025
Q2
$8.81M Sell
63,600
-45,300
-42% -$6.12M 0.02% 878
2025
Q1
$17.4M Buy
108,900
+21,100
+24% +$3.1M 0.04% 489
2024
Q4
$11.7M Sell
87,800
-29,300
-25% -$4.09M 0.02% 710
2024
Q3
$15.9M Buy
117,100
+2,600
+2% +$362K 0.03% 541
2024
Q2
$16.9M Sell
114,500
-13,500
-11% -$2.07M 0.04% 464
2024
Q1
$19.5M Sell
128,000
-76,200
-37% -$11.1M 0.04% 426
2023
Q4
$29.4M Buy
204,200
+130,100
+176% +$19.1M 0.06% 307
2023
Q3
$11.3M Buy
74,100
+600
+0.8% +$90.3K 0.03% 623
2023
Q2
$9.99M Sell
73,500
-7,400
-9% -$1.01M 0.03% 589
2023
Q1
$10.7M Buy
80,900
+31,300
+63% +$4.36M 0.02% 602
2022
Q4
$7.03M Buy
49,600
+3,700
+8% +$508K 0.02% 863
2022
Q3
$5M Sell
45,900
-41,200
-47% -$4.57M 0.02% 1031
2022
Q2
$9.23M Buy
87,100
+68,200
+361% +$7.71M 0.03% 667
2022
Q1
$2.02M Buy
18,900
+3,000
+19% +$285K 0.01% 1644
2021
Q4
$1.18M Buy
15,900
+5,800
+57% +$470K ﹤0.01% 2093
2021
Q3
$789K Sell
10,100
-30,500
-75% -$2.25M ﹤0.01% 2465
2021
Q2
$3.54M Buy
40,600
+19,500
+92% +$1.57M 0.01% 1023
2021
Q1
$1.49M Sell
21,100
-6,300
-23% -$403K 0.01% 1587
2020
Q4
$1.45M Sell
27,400
-12,000
-30% -$545K 0.01% 1664
2020
Q3
$1.61M Sell
39,400
-2,000
-5% -$95K 0.01% 1279
2020
Q2
$2.15M Sell
41,400
-6,900
-14% -$316K 0.01% 1042
2020
Q1
$1.61M Sell
48,300
-1,900
-4% -$103K 0.01% 987
2019
Q4
$3.35M Sell
50,200
-33,000
-40% -$2.16M 0.02% 834
2019
Q3
$5.03M Buy
83,200
+1,200
+1% +$74.8K 0.04% 468
2019
Q2
$5.21M Sell
82,000
-13,600
-14% -$841K 0.05% 434
2019
Q1
$5.76M Buy
95,600
+72,400
+312% +$3.98M 0.04% 434
2018
Q4
$940K Sell
23,200
-72,600
-76% -$4.14M 0.01% 1775
2018
Q3
$6.86M Sell
95,800
-175,600
-65% -$11.6M 0.04% 491
2018
Q2
$18.2M Buy
271,400
+200,200
+281% +$12M 0.1% 149
2018
Q1
$3.6M Sell
71,200
-236,400
-77% -$11.6M 0.02% 732
2017
Q4
$14.6K Buy
307,600
+27,700
+10% +$1.25M 0.07% 200
2017
Q3
$13.1K Buy
279,900
+222,200
+385% +$9.4M 0.06% 220
2017
Q2
$2.53K Sell
57,700
-27,600
-32% -$1.29M 0.02% 1023
2017
Q1
$4.11K Buy
85,300
+23,300
+38% +$1.23M 0.03% 603
2016
Q4
$3.86M Sell
62,000
-35,300
-36% -$1.93M 0.03% 549
2016
Q3
$5.21M Sell
97,300
-40,300
-29% -$2.16M 0.03% 413
2016
Q2
$8.27M Buy
137,600
+61,100
+80% +$3.54M 0.05% 257
2016
Q1
$4.03M Buy
76,500
+52,400
+217% +$2.32M 0.04% 478
2015
Q4
$1.17M Buy
24,100
+500
+2% +$28.4K 0.01% 1128
2015
Q3
$1.18M Buy
23,600
+3,400
+17% +$195K 0.01% 952
2015
Q2
$1.35M Sell
20,200
-163,800
-89% -$11.6M 0.01% 926
2015
Q1
$12.5M Sell
184,000
-684,600
-79% -$48.8M 0.13% 124
2014
Q4
$64.1M Buy
868,600
+851,100
+4,863% +$67.4M 0.58% 12
2014
Q3
$1.65M Buy
17,500
+4,200
+32% +$415K 0.02% 546
2014
Q2
$1.31K Sell
13,300
-58,900
-82% -$5.31M 0.02% 645
2014
Q1
$5.98K Buy
72,200
+28,800
+66% +$2.29M 0.09% 123
2013
Q4
$3.6M Sell
43,400
-17,600
-29% -$1.43M 0.03% 397
2013
Q3
$4.72M Sell
61,000
-122,900
-67% -$9.16M 0.05% 286
2013
Q2
$12.2M Buy
+183,900
New +$12.7M 0.12% 137

Other funds holding HES