Boston Partners
HSY icon

Boston Partners’s Hershey HSY Stock Holding History

Boston 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
2024
Q1 		– Sell
-14,347
Closed -$2.67M – 799
2023
Q4 		$2.67M Sell
14,347
-21,162
-60% -$4.01M ﹤0.01% 475
2023
Q3 		$7.1M Hold
35,509
– – 0.01% 393
2023
Q2 		$8.87M Buy
35,509
+212
+0.6% +$55.6K 0.01% 377
2023
Q1 		$8.98M Sell
35,297
-8,614
-20% -$2.02M 0.01% 361
2022
Q4 		$9.98M Buy
43,911
+4,365
+11% +$1.01M 0.01% 350
2022
Q3 		$8.72M Buy
39,546
+7,750
+24% +$1.74M 0.01% 367
2022
Q2 		$6.84M Buy
+31,796
New +$6.93M 0.01% 371
2018
Q3 		– Sell
-8,860
Closed -$825K – 745
2018
Q2 		$825K Buy
+8,860
New +$826K ﹤0.01% 756

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return

Boston Partners's HSY Position: Q1 2024 in Review

Boston Partners sold out of Hershey (HSY) in Q1 2024, closing a stake of 14,347 shares — an estimated $2.67M sold.

Boston Partners first reported a position in HSY in Q2 2018 and held it in 8 quarters. The position peaked at $9.98M in Q4 2022. 1,361 funds tracked by Wall St. Rank hold HSY as of Q1 2024.

  • Boston Partners reported no remaining Hershey position as of Q1 2024 after selling out during the quarter.
  • Boston Partners sold 14,347 Hershey shares in Q1 2024, an estimated $2.67M.
  • Boston Partners first reported a position in Hershey in Q2 2018 and held it in 8 quarters.
  • Boston Partners's Hershey position peaked at $9.98M in Q4 2022.
  • 1,361 funds tracked by Wall St. Rank held Hershey as of Q1 2024.

Based on Boston Partners's 13F filing for Q1 2024, filed 13 May 2024.