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Bell Rock Capital’s Hershey HSY Stock Holding History

Bell Rock Capital’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
2022
Q3 		$595K Buy
+2,699
New +$605K 0.74% 35
2022
Q2 		– Sell
-3,544
Closed -$801K – 68
2022
Q1 		$801K Buy
3,544
+494
+16% +$100K 0.75% 36
2021
Q4 		$594K Buy
+3,050
New +$552K 0.44% 51

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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bell Rock Capital's HSY Position: Q3 2022 in Review

Bell Rock Capital opened a new position in Hershey (HSY) in Q3 2022: 2,699 shares worth $595K. The stake represents 0.74% of the portfolio and ranks #35 among its holdings. This is a return to the name: Bell Rock Capital previously reported a position in HSY as recently as Q1 2022.

Bell Rock Capital first reported a position in HSY in Q4 2021 and has held it in 3 quarters since. The position peaked at $801K in Q1 2022. 1,227 funds tracked by Wall St. Rank hold HSY as of Q3 2022.

  • Bell Rock Capital held 2,699 shares of Hershey worth $595K as of Q3 2022.
  • Hershey was a new Bell Rock Capital position in Q3 2022.
  • Hershey made up 0.74% of Bell Rock Capital's portfolio in Q3 2022, its #35 holding.
  • Bell Rock Capital first reported a position in Hershey in Q4 2021 and has held it in 3 quarters since.
  • Bell Rock Capital's Hershey position peaked at $801K in Q1 2022.
  • 1,227 funds tracked by Wall St. Rank held Hershey as of Q3 2022.

Based on Bell Rock Capital's 13F filing for Q3 2022, filed 28 Oct 2022.