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Advisor Partners II’s Hershey HSY Stock Holding History

Advisor Partners II’s Portfolio HSY Stock Details HSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.4M Sell
7,003
-670
-9% -$150K 0.06% 370
2023
Q2 		$1.92M Sell
7,673
-126
-2% -$33K 0.09% 222
2023
Q1 		$1.98M Buy
7,799
+259
+3% +$60.8K 0.11% 189
2022
Q4 		$1.75M Buy
7,540
+563
+8% +$130K 0.11% 210
2022
Q3 		$1.54M Buy
+6,977
New +$1.56M 0.12% 187

Other funds holding HSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Advisor Partners II's HSY Position: Q3 2023 in Review

Advisor Partners II reduced its Hershey (HSY) stake by 8.7% in Q3 2023, selling an estimated $150K and leaving 7,003 shares worth $1.4M. The position accounts for 0.06% of the portfolio, ranked #370.

Advisor Partners II first reported a position in HSY in Q3 2022 and has held it in 5 quarters since. The position peaked at $1.98M in Q1 2023. 1,297 funds tracked by Wall St. Rank hold HSY as of Q3 2023.

  • Advisor Partners II held 7,003 shares of Hershey worth $1.4M as of Q3 2023.
  • Advisor Partners II sold 670 Hershey shares in Q3 2023, an estimated $150K.
  • Hershey made up 0.06% of Advisor Partners II's portfolio in Q3 2023, its #370 holding.
  • Advisor Partners II first reported a position in Hershey in Q3 2022 and has held it in 5 quarters since.
  • Advisor Partners II's Hershey position peaked at $1.98M in Q1 2023.
  • 1,297 funds tracked by Wall St. Rank held Hershey as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.