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Advisor Resource Council’s Hershey HSY Stock Holding History

Advisor Resource Council’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
Q4 		– Sell
-1,282
Closed -$257K – 503
2023
Q3 		$257K Sell
1,282
-638
-33% -$143K 0.13% 121
2023
Q2 		$479K Sell
1,920
-3,551
-65% -$931K 0.22% 80
2023
Q1 		$1.42M Buy
5,471
+3,159
+137% +$742K 0.36% 67
2022
Q4 		$535K Sell
2,312
-56
-2% -$12.9K 0.26% 76
2022
Q3 		$522K Buy
2,368
+1,289
+119% +$289K 0.35% 80
2022
Q2 		$232K Buy
+1,079
New +$235K 0.02% 430

Other funds holding HSY

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Advisor Resource Council's HSY Position: Q4 2023 in Review

Advisor Resource Council sold out of Hershey (HSY) in Q4 2023, closing a stake of 1,282 shares — an estimated $257K sold.

Advisor Resource Council first reported a position in HSY in Q2 2022 and held it in 6 quarters. The position peaked at $1.42M in Q1 2023. 1,347 funds tracked by Wall St. Rank hold HSY as of Q4 2023.

  • Advisor Resource Council reported no remaining Hershey position as of Q4 2023 after selling out during the quarter.
  • Advisor Resource Council sold 1,282 Hershey shares in Q4 2023, an estimated $257K.
  • Advisor Resource Council first reported a position in Hershey in Q2 2022 and held it in 6 quarters.
  • Advisor Resource Council's Hershey position peaked at $1.42M in Q1 2023.
  • 1,347 funds tracked by Wall St. Rank held Hershey as of Q4 2023.

Based on Advisor Resource Council's 13F filing for Q4 2023, filed 12 Jan 2024.