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Columbia Trust’s Hershey HSY Stock Holding History

Columbia Trust’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
2021
Q1 		– Sell
-1,937
Closed -$295K – 138
2020
Q4 		$295K Buy
+1,937
New +$287K 0.2% 114
2020
Q2 		$369K Buy
2,860
+453
+19% +$60.9K 0.33% 87
2020
Q1 		$318K Buy
2,407
+210
+10% +$31K 0.35% 86
2019
Q4 		$322K Buy
+2,197
New +$326K 0.29% 99

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Columbia Trust's HSY Position: Q1 2021 in Review

Columbia Trust sold out of Hershey (HSY) in Q1 2021, closing a stake of 1,937 shares — an estimated $295K sold.

Columbia Trust first reported a position in HSY in Q4 2019 and held it in 4 quarters. The position peaked at $369K in Q2 2020. 1,003 funds tracked by Wall St. Rank hold HSY as of Q1 2021.

  • Columbia Trust reported no remaining Hershey position as of Q1 2021 after selling out during the quarter.
  • Columbia Trust sold 1,937 Hershey shares in Q1 2021, an estimated $295K.
  • Columbia Trust first reported a position in Hershey in Q4 2019 and held it in 4 quarters.
  • Columbia Trust's Hershey position peaked at $369K in Q2 2020.
  • 1,003 funds tracked by Wall St. Rank held Hershey as of Q1 2021.

Based on Columbia Trust's 13F filing for Q1 2021, filed 16 Apr 2021.