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Bivin & Associates’s Hershey HSY Stock Holding History

Bivin & Associates’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
Q2 		$993K Sell
4,615
-460
-9% -$100K 1.07% 18
2022
Q1 		$1.1M Sell
5,075
-976
-16% -$198K 1% 25
2021
Q4 		$1.17M Buy
+6,051
New +$1.1M 1.02% 24

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bivin & Associates's HSY Position: Q2 2022 in Review

Bivin & Associates reduced its Hershey (HSY) stake by 9.1% in Q2 2022, selling an estimated $100K and leaving 4,615 shares worth $993K. The position accounts for 1.07% of the portfolio, ranked #18.

Bivin & Associates first reported a position in HSY in Q4 2021 and has held it in 3 quarters since. The position peaked at $1.17M in Q4 2021. 1,211 funds tracked by Wall St. Rank hold HSY as of Q2 2022.

  • Bivin & Associates held 4,615 shares of Hershey worth $993K as of Q2 2022.
  • Bivin & Associates sold 460 Hershey shares in Q2 2022, an estimated $100K.
  • Hershey made up 1.07% of Bivin & Associates's portfolio in Q2 2022, its #18 holding.
  • Bivin & Associates first reported a position in Hershey in Q4 2021 and has held it in 3 quarters since.
  • Bivin & Associates's Hershey position peaked at $1.17M in Q4 2021.
  • 1,211 funds tracked by Wall St. Rank held Hershey as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.