Compagnie Lombard Odier SCmA’s Hershey HSY Stock Holding History

Compagnie Lombard Odier SCmA’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 Q1	–	Sell	-655	Closed	-$154K	–	650
2022 Q4	$152K	Buy	+655	New	+$151K	﹤0.01%	331
2019 Q2	–	Sell	-133	Closed	-$15K	–	557
2019 Q1	$15K	Hold	133	–	–	﹤0.01%	479
2018 Q4	$14K	Buy	+133	New	+$14.1K	﹤0.01%	472
2016 Q3	–	Sell	-5,832	Closed	-$662K	–	914
2016 Q2	$662K	Sell	5,832 -460	-7%	-$43.1K	0.02%	311
2016 Q1	$579K	Sell	6,292 -1,300	-17%	-$116K	0.02%	324
2015 Q4	$678K	Sell	7,592 -569	-7%	-$51K	0.02%	281
2015 Q3	$750K	Sell	8,161 -536	-6%	-$48.8K	0.03%	233
2015 Q2	$773K	Buy	8,697 +594	+7%	+$56K	0.03%	251
2015 Q1	$818K	Buy	8,103 +5,717	+240%	+$597K	0.03%	249
2014 Q4	$248K	Buy	2,386 +195	+9%	+$19K	0.01%	375
2014 Q3	$209K	Hold	2,191	–	–	0.01%	492
2014 Q2	$213K	Hold	2,191	–	–	0.01%	514
2014 Q1	$229K	Sell	2,191 -1,275	-37%	-$130K	0.01%	483
2013 Q4	$337K	Buy	+3,466	New	+$333K	0.01%	401

Other funds holding HSY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Compagnie Lombard Odier SCmA's HSY Position: Q1 2023 in Review

Compagnie Lombard Odier SCmA sold out of Hershey (HSY) in Q1 2023, closing a stake of 655 shares — an estimated $154K sold.

Compagnie Lombard Odier SCmA first reported a position in HSY in Q4 2013 and held it in 14 quarters. The position peaked at $818K in Q1 2015. 1,334 funds tracked by Wall St. Rank hold HSY as of Q1 2023.

Compagnie Lombard Odier SCmA reported no remaining Hershey position as of Q1 2023 after selling out during the quarter.
Compagnie Lombard Odier SCmA sold 655 Hershey shares in Q1 2023, an estimated $154K.
Compagnie Lombard Odier SCmA first reported a position in Hershey in Q4 2013 and held it in 14 quarters.
Compagnie Lombard Odier SCmA's Hershey position peaked at $818K in Q1 2015.
1,334 funds tracked by Wall St. Rank held Hershey as of Q1 2023.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q1 2023, filed 1 May 2023.