WQ
HES

Wealth Quarterback’s Hess HES Stock Holding History

Wealth Quarterback’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
2021
Q3 		$5K Hold
60
– – ﹤0.01% 594
2021
Q2 		$6K Buy
+60
New +$4.84K ﹤0.01% 570
2020
Q2 		– Sell
-60
Closed -$2K – 380
2020
Q1 		$2K Sell
60
-103
-63% -$5.57K ﹤0.01% 748
2019
Q4 		$10.9K Buy
+163
New +$10.7K 0.01% 505

Other funds holding HES

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Wealth Quarterback's HES Position: Q3 2021 in Review

Wealth Quarterback held its Hess (HES) position steady in Q3 2021 at 60 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

Wealth Quarterback first reported a position in HES in Q4 2019 and has held it in 4 quarters since. The position peaked at $10.9K in Q4 2019. 508 funds tracked by Wall St. Rank hold HES as of Q3 2021.

  • Wealth Quarterback held 60 shares of Hess worth $5K as of Q3 2021.
  • Wealth Quarterback left its Hess share count unchanged in Q3 2021.
  • Hess made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #594 holding.
  • Wealth Quarterback first reported a position in Hess in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Hess position peaked at $10.9K in Q4 2019.
  • 508 funds tracked by Wall St. Rank held Hess as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.