Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-75,200
Closed -$10.4M 4562
2025
Q2
$10.4M Buy
75,200
+11,200
+18% +$1.51M 0.02% 791
2025
Q1
$10.2M Buy
64,000
+12,200
+24% +$1.79M 0.02% 713
2024
Q4
$6.89M Sell
51,800
-62,700
-55% -$8.76M 0.01% 968
2024
Q3
$15.5M Buy
114,500
+75,900
+197% +$10.6M 0.03% 555
2024
Q2
$5.69M Sell
38,600
-126,100
-77% -$19.3M 0.01% 998
2024
Q1
$25.1M Sell
164,700
-113,100
-41% -$16.4M 0.05% 340
2023
Q4
$40M Buy
277,800
+222,200
+400% +$32.6M 0.09% 218
2023
Q3
$8.51M Buy
55,600
+8,500
+18% +$1.28M 0.02% 762
2023
Q2
$6.4M Sell
47,100
-70,600
-60% -$9.66M 0.02% 801
2023
Q1
$15.6M Sell
117,700
-2,200
-2% -$306K 0.03% 462
2022
Q4
$17M Sell
119,900
-21,700
-15% -$2.98M 0.05% 427
2022
Q3
$15.4M Sell
141,600
-24,600
-15% -$2.73M 0.05% 431
2022
Q2
$17.6M Buy
166,200
+80,900
+95% +$9.15M 0.06% 364
2022
Q1
$9.13M Buy
85,300
+52,400
+159% +$4.97M 0.03% 673
2021
Q4
$2.44M Buy
32,900
+4,500
+16% +$365K 0.01% 1467
2021
Q3
$2.22M Buy
28,400
+20,800
+274% +$1.53M 0.01% 1526
2021
Q2
$664K Buy
7,600
+2,400
+46% +$194K ﹤0.01% 2582
2021
Q1
$368K Sell
5,200
-36,700
-88% -$2.35M ﹤0.01% 3008
2020
Q4
$2.21M Buy
41,900
+17,500
+72% +$795K 0.01% 1317
2020
Q3
$999K Sell
24,400
-4,500
-16% -$214K 0.01% 1646
2020
Q2
$1.5M Sell
28,900
-25,600
-47% -$1.17M 0.01% 1338
2020
Q1
$1.81M Sell
54,500
-139,400
-72% -$7.54M 0.01% 905
2019
Q4
$13M Buy
193,900
+56,500
+41% +$3.7M 0.09% 220
2019
Q3
$8.31M Sell
137,400
-1,600
-1% -$99.7K 0.07% 262
2019
Q2
$8.84M Buy
139,000
+103,400
+290% +$6.4M 0.08% 231
2019
Q1
$2.14M Sell
35,600
-30,300
-46% -$1.67M 0.02% 1024
2018
Q4
$2.67M Sell
65,900
-279,100
-81% -$15.9M 0.02% 849
2018
Q3
$24.7M Sell
345,000
-95,100
-22% -$6.27M 0.13% 106
2018
Q2
$29.4M Buy
440,100
+304,900
+226% +$18.2M 0.16% 84
2018
Q1
$6.84M Sell
135,200
-153,700
-53% -$7.53M 0.04% 394
2017
Q4
$13.7K Sell
288,900
-220,300
-43% -$9.94M 0.07% 224
2017
Q3
$23.9K Buy
509,200
+286,400
+129% +$12.1M 0.12% 106
2017
Q2
$9.77K Sell
222,800
-3,300
-1% -$154K 0.06% 309
2017
Q1
$10.9K Sell
226,100
-102,100
-31% -$5.41M 0.08% 197
2016
Q4
$20.4M Buy
328,200
+174,700
+114% +$9.55M 0.14% 76
2016
Q3
$8.23M Buy
153,500
+33,000
+27% +$1.77M 0.05% 237
2016
Q2
$7.24M Sell
120,500
-34,500
-22% -$2M 0.05% 293
2016
Q1
$8.16M Buy
155,000
+124,800
+413% +$5.52M 0.07% 247
2015
Q4
$1.47M Buy
30,200
+10,600
+54% +$602K 0.01% 964
2015
Q3
$980K Sell
19,600
-9,300
-32% -$532K 0.01% 1063
2015
Q2
$1.93M Buy
28,900
+15,800
+121% +$1.12M 0.02% 719
2015
Q1
$890K Sell
13,100
-16,600
-56% -$1.18M 0.01% 1086
2014
Q4
$2.19M Sell
29,700
-16,800
-36% -$1.33M 0.02% 641
2014
Q3
$4.38M Buy
46,500
+8,600
+23% +$850K 0.05% 173
2014
Q2
$3.75K Buy
37,900
+9,000
+31% +$812K 0.05% 198
2014
Q1
$2.4K Sell
28,900
-23,000
-44% -$1.83M 0.03% 370
2013
Q4
$4.31M Sell
51,900
-14,100
-21% -$1.15M 0.04% 333
2013
Q3
$5.1M Sell
66,000
-104,500
-61% -$7.78M 0.05% 267
2013
Q2
$11.3M Buy
+170,500
New +$11.8M 0.11% 147

Other funds holding HES