ZIM
HES

Zacks Investment Management’s Hess HES Stock Holding History

Zacks 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
2021
Q4 		– Sell
-29,197
Closed -$2.28M – 646
2021
Q3 		$2.28M Buy
29,197
+1,885
+7% +$139K 0.04% 275
2021
Q2 		$2.38M Buy
+27,312
New +$2.2M 0.04% 266

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Zacks Investment Management's HES Position: Q4 2021 in Review

Zacks Investment Management sold out of Hess (HES) in Q4 2021, closing a stake of 29,197 shares — an estimated $2.28M sold.

Zacks Investment Management first reported a position in HES in Q2 2021 and held it in 2 quarters. The position peaked at $2.38M in Q2 2021. 565 funds tracked by Wall St. Rank hold HES as of Q4 2021.

  • Zacks Investment Management reported no remaining Hess position as of Q4 2021 after selling out during the quarter.
  • Zacks Investment Management sold 29,197 Hess shares in Q4 2021, an estimated $2.28M.
  • Zacks Investment Management first reported a position in Hess in Q2 2021 and held it in 2 quarters.
  • Zacks Investment Management's Hess position peaked at $2.38M in Q2 2021.
  • 565 funds tracked by Wall St. Rank held Hess as of Q4 2021.

Based on Zacks Investment Management's 13F filing for Q4 2021, filed 15 Feb 2022.