Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-3,862
Closed -$673K 248
2021
Q2
$673K Sell
3,862
-1,468
-28% -$247K 0.03% 323
2021
Q1
$843K Sell
5,330
-1,664
-24% -$251K 0.03% 336
2020
Q4
$1.06M Sell
6,994
-5,906
-46% -$874K 0.03% 316
2020
Q3
$1.85M Sell
12,900
-1,100
-8% -$156K 0.04% 308
2020
Q2
$1.81M Hold
14,000
0.07% 305
2020
Q1
$1.85M Buy
+14,000
New +$2.07M 0.08% 249
2019
Q4
Sell
-15,000
Closed -$2.32M 531
2019
Q3
$2.32M Sell
15,000
-800
-5% -$121K 0.09% 253
2019
Q2
$2.12M Hold
15,800
0.08% 276
2019
Q1
$1.81M Hold
15,800
0.07% 285
2018
Q4
$1.69M Hold
15,800
0.07% 277
2018
Q3
$1.61M Buy
+15,800
New +$1.56M 0.05% 362
2018
Q1
Sell
-16,000
Closed -$1.82M 448
2017
Q4
$1.82M Sell
16,000
-2,000
-11% -$220K 0.06% 311
2017
Q3
$1.97M Hold
18,000
0.07% 295
2017
Q2
$1.93M Hold
18,000
0.07% 290
2017
Q1
$1.97M Buy
+18,000
New +$1.93M 0.07% 285
2014
Q3
Sell
-16,000
Closed -$1.56M 317
2014
Q2
$1.56M Hold
16,000
0.05% 265
2014
Q1
$1.67M Buy
+16,000
New +$1.64M 0.06% 255

Other funds holding HSY