Crestone Asset Management’s Hershey HSY Stock Holding History

Crestone Asset Management’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 Q4	–	Sell	-1,777	Closed	-$356K	–	119
2023 Q3	$356K	Buy	+1,777	New	+$398K	0.09%	67

Other funds holding HSY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

HTC

Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Crestone Asset Management's HSY Position: Q4 2023 in Review

Crestone Asset Management sold out of Hershey (HSY) in Q4 2023, closing a stake of 1,777 shares — an estimated $356K sold.

Crestone Asset Management first reported a position in HSY in Q3 2023 and held it in 1 quarter. The position peaked at $356K in Q3 2023. 1,347 funds tracked by Wall St. Rank hold HSY as of Q4 2023.

Crestone Asset Management reported no remaining Hershey position as of Q4 2023 after selling out during the quarter.
Crestone Asset Management sold 1,777 Hershey shares in Q4 2023, an estimated $356K.
Crestone Asset Management first reported a position in Hershey in Q3 2023 and held it in 1 quarter.
Crestone Asset Management's Hershey position peaked at $356K in Q3 2023.
1,347 funds tracked by Wall St. Rank held Hershey as of Q4 2023.

Based on Crestone Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.