WCM Investment Management’s Hess HES Stock Holding History

WCM Investment Management’s Portfolio HES Stock Details HES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-6,328	Closed	-$991K	–	253
2023 Q3	$991K	Buy	6,328 +278	+5%	+$41.9K	﹤0.01%	192
2023 Q2	$810K	Buy	+6,050	New	+$828K	﹤0.01%	207

Other funds holding HES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

WCM Investment Management's HES Position: Q4 2023 in Review

WCM Investment Management sold out of Hess (HES) in Q4 2023, closing a stake of 6,328 shares — an estimated $991K sold.

WCM Investment Management first reported a position in HES in Q2 2023 and held it in 2 quarters. The position peaked at $991K in Q3 2023. 839 funds tracked by Wall St. Rank hold HES as of Q4 2023.

WCM Investment Management reported no remaining Hess position as of Q4 2023 after selling out during the quarter.
WCM Investment Management sold 6,328 Hess shares in Q4 2023, an estimated $991K.
WCM Investment Management first reported a position in Hess in Q2 2023 and held it in 2 quarters.
WCM Investment Management's Hess position peaked at $991K in Q3 2023.
839 funds tracked by Wall St. Rank held Hess as of Q4 2023.

Based on WCM Investment Management's 13F filing for Q4 2023, filed 29 Jan 2024.