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Colony Family Offices’s Hershey HSY Stock Holding History

Colony Family Offices’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
Q2 		– Sell
-2,795
Closed -$711K – 67
2023
Q1 		$711K Hold
2,795
– – 0.27% 44
2022
Q4 		$647K Sell
2,795
-539
-16% -$124K 0.27% 42
2022
Q3 		$735K Sell
3,334
-466
-12% -$104K 0.32% 37
2022
Q2 		$818K Buy
+3,800
New +$828K 0.37% 33
2021
Q2 		– Sell
-3,900
Closed -$617K – 36
2021
Q1 		$617K Buy
+3,900
New +$587K 0.49% 23

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Colony Family Offices's HSY Position: Q2 2023 in Review

Colony Family Offices sold out of Hershey (HSY) in Q2 2023, closing a stake of 2,795 shares — an estimated $711K sold.

Colony Family Offices first reported a position in HSY in Q1 2021 and held it in 5 quarters. The position peaked at $818K in Q2 2022. 1,354 funds tracked by Wall St. Rank hold HSY as of Q2 2023.

  • Colony Family Offices reported no remaining Hershey position as of Q2 2023 after selling out during the quarter.
  • Colony Family Offices sold 2,795 Hershey shares in Q2 2023, an estimated $711K.
  • Colony Family Offices first reported a position in Hershey in Q1 2021 and held it in 5 quarters.
  • Colony Family Offices's Hershey position peaked at $818K in Q2 2022.
  • 1,354 funds tracked by Wall St. Rank held Hershey as of Q2 2023.

Based on Colony Family Offices's 13F filing for Q2 2023, filed 27 Jul 2023.