Bessemer Securities’s Hershey HSY Stock Holding History

Bessemer Securities’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	-658	Closed	-$132K	–	52
2023 Q3	$132K	Sell	658 -250	-28%	-$56K	0.18%	124
2023 Q2	$227K	Sell	908 -150	-14%	-$39.3K	0.15%	128
2023 Q1	$269K	Hold	1,058	–	–	0.13%	131
2022 Q4	$245K	Sell	1,058 -400	-27%	-$92.2K	0.11%	127
2022 Q3	$321K	Hold	1,458	–	–	0.12%	120
2022 Q2	$314K	Sell	1,458 -375	-20%	-$81.7K	0.11%	123
2022 Q1	$397K	Hold	1,833	–	–	0.12%	116
2021 Q4	$355K	Buy	1,833 +168	+10%	+$30.4K	0.1%	117
2021 Q3	$282K	Hold	1,665	–	–	0.1%	115
2021 Q2	$290K	Hold	1,665	–	–	0.11%	116
2021 Q1	$263K	Hold	1,665	–	–	0.11%	119
2020 Q4	$254K	Hold	1,665	–	–	0.11%	81
2020 Q3	$239K	Hold	1,665	–	–	0.11%	79
2020 Q2	$216K	Sell	1,665 -16,276	-91%	-$2.19M	0.11%	80
2020 Q1	$2.38M	Hold	17,941	–	–	1.18%	11
2019 Q4	$2.64M	Buy	17,941 +4,665	+35%	+$692K	1.03%	12
2019 Q3	$2.06M	Buy	13,276 +2,650	+25%	+$400K	0.85%	20
2019 Q2	$1.42M	Buy	10,626 +1,375	+15%	+$175K	0.59%	35
2019 Q1	$1.06M	Buy	9,251 +309	+3%	+$33.6K	0.36%	43
2018 Q4	$958K	Buy	+8,942	New	+$951K	0.36%	45

Other funds holding HSY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $63.9B AUM 45.56% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Bessemer Securities's HSY Position: Q4 2023 in Review

Bessemer Securities sold out of Hershey (HSY) in Q4 2023, closing a stake of 658 shares — an estimated $132K sold.

Bessemer Securities first reported a position in HSY in Q4 2018 and held it in 20 quarters. The position peaked at $2.64M in Q4 2019. 1,347 funds tracked by Wall St. Rank hold HSY as of Q4 2023.

Bessemer Securities reported no remaining Hershey position as of Q4 2023 after selling out during the quarter.
Bessemer Securities sold 658 Hershey shares in Q4 2023, an estimated $132K.
Bessemer Securities first reported a position in Hershey in Q4 2018 and held it in 20 quarters.
Bessemer Securities's Hershey position peaked at $2.64M in Q4 2019.
1,347 funds tracked by Wall St. Rank held Hershey as of Q4 2023.

Based on Bessemer Securities's 13F filing for Q4 2023.