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Chartwell Investment Partners’s Hershey HSY Stock Holding History

Chartwell Investment 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
2023
Q3 		– Sell
-9,737
Closed -$2.43M – 425
2023
Q2 		$2.43M Buy
+9,737
New +$2.55M 0.09% 261

Other funds holding HSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Chartwell Investment Partners's HSY Position: Q3 2023 in Review

Chartwell Investment Partners sold out of Hershey (HSY) in Q3 2023, closing a stake of 9,737 shares — an estimated $2.43M sold.

Chartwell Investment Partners first reported a position in HSY in Q2 2023 and held it in 1 quarter. The position peaked at $2.43M in Q2 2023. 1,297 funds tracked by Wall St. Rank hold HSY as of Q3 2023.

  • Chartwell Investment Partners reported no remaining Hershey position as of Q3 2023 after selling out during the quarter.
  • Chartwell Investment Partners sold 9,737 Hershey shares in Q3 2023, an estimated $2.43M.
  • Chartwell Investment Partners first reported a position in Hershey in Q2 2023 and held it in 1 quarter.
  • Chartwell Investment Partners's Hershey position peaked at $2.43M in Q2 2023.
  • 1,297 funds tracked by Wall St. Rank held Hershey as of Q3 2023.

Based on Chartwell Investment Partners's 13F filing for Q3 2023, filed 7 Nov 2023.