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CSat Investment Advisory’s Hershey HSY Stock Holding History

CSat Investment Advisory’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 		$2.9M Buy
18,310
+2,247
+14% +$338K 2.43% 8
2020
Q4 		$2.45M Sell
16,063
-2,492
-13% -$369K 2.27% 12
2020
Q3 		$2.66M Buy
18,555
+10,767
+138% +$1.53M 0.24% 41
2020
Q2 		$1.01M Sell
7,788
-2,401
-24% -$323K 0.12% 87
2020
Q1 		$1.35M Buy
10,189
+1,513
+17% +$223K 0.29% 43
2019
Q4 		$1.27M Sell
8,676
-2,732
-24% -$405K 0.34% 59
2019
Q3 		$1.77M Sell
11,408
-4,526
-28% -$684K 0.56% 22
2019
Q2 		$2.14M Buy
15,934
+496
+3% +$63K 0.75% 19
2019
Q1 		$1.77M Buy
15,438
+589
+4% +$64.1K 0.9% 23
2018
Q4 		$1.59M Sell
14,849
-425
-3% -$45.2K 0.95% 23
2018
Q3 		$1.56M Buy
15,274
+1,649
+12% +$163K 0.89% 29
2018
Q2 		$1.27M Buy
+13,625
New +$1.27M 0.68% 36

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

CSat Investment Advisory's HSY Position: Q1 2021 in Review

CSat Investment Advisory increased its Hershey (HSY) stake by 14% in Q1 2021, buying an estimated $338K and bringing the position to 18,310 shares worth $2.9M. The position accounts for 2.43% of the portfolio, ranked #8.

CSat Investment Advisory first reported a position in HSY in Q2 2018 and has held it in 12 quarters since. 1,004 funds tracked by Wall St. Rank hold HSY as of Q1 2021.

  • CSat Investment Advisory held 18,310 shares of Hershey worth $2.9M as of Q1 2021.
  • CSat Investment Advisory bought 2,247 Hershey shares in Q1 2021, an estimated $338K.
  • Hershey made up 2.43% of CSat Investment Advisory's portfolio in Q1 2021, its #8 holding.
  • CSat Investment Advisory first reported a position in Hershey in Q2 2018 and has held it in 12 quarters since.
  • 1,004 funds tracked by Wall St. Rank held Hershey as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.