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Arlington Partners’s Hershey HSY Stock Holding History

Arlington Partners’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
-7
Closed -$1.4K – 295
2023
Q3 		$1.4K Hold
7
– – ﹤0.01% 288
2023
Q2 		$1.75K Sell
7
-100
-93% -$26.2K ﹤0.01% 543
2023
Q1 		$27.2K Buy
+107
New +$25.1K ﹤0.01% 312
2022
Q1 		– Sell
-10
Closed -$2K – 542
2021
Q4 		$2K Buy
+10
New +$1.81K ﹤0.01% 641

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

Arlington Partners's HSY Position: Q4 2023 in Review

Arlington Partners sold out of Hershey (HSY) in Q4 2023, closing a stake of 7 shares — an estimated $1.4K sold.

Arlington Partners first reported a position in HSY in Q4 2021 and held it in 4 quarters. The position peaked at $27.2K in Q1 2023. 1,347 funds tracked by Wall St. Rank hold HSY as of Q4 2023.

  • Arlington Partners reported no remaining Hershey position as of Q4 2023 after selling out during the quarter.
  • Arlington Partners sold 7 Hershey shares in Q4 2023, an estimated $1.4K.
  • Arlington Partners first reported a position in Hershey in Q4 2021 and held it in 4 quarters.
  • Arlington Partners's Hershey position peaked at $27.2K in Q1 2023.
  • 1,347 funds tracked by Wall St. Rank held Hershey as of Q4 2023.

Based on Arlington Partners's 13F filing for Q4 2023, filed 24 Jan 2024.