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HES

WealthStone’s Hess HES Stock Holding History

WealthStone’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
2019
Q3 		– Sell
-1,556
Closed -$98.9K – 288
2019
Q2 		$98.9K Buy
+1,556
New +$96.2K 0.04% 141

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

WealthStone's HES Position: Q3 2019 in Review

WealthStone sold out of Hess (HES) in Q3 2019, closing a stake of 1,556 shares — an estimated $98.9K sold.

WealthStone first reported a position in HES in Q2 2019 and held it in 1 quarter. The position peaked at $98.9K in Q2 2019. 542 funds tracked by Wall St. Rank hold HES as of Q3 2019.

  • WealthStone reported no remaining Hess position as of Q3 2019 after selling out during the quarter.
  • WealthStone sold 1,556 Hess shares in Q3 2019, an estimated $98.9K.
  • WealthStone first reported a position in Hess in Q2 2019 and held it in 1 quarter.
  • WealthStone's Hess position peaked at $98.9K in Q2 2019.
  • 542 funds tracked by Wall St. Rank held Hess as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.