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Curbstone Financial Management Corp’s Hershey HSY Stock Holding History

Curbstone Financial Management Corp’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
2022
Q2 		– Sell
-1,850
Closed -$401K – 189
2022
Q1 		$401K Buy
+1,850
New +$376K 0.07% 200
2017
Q2 		– Sell
-2,000
Closed -$218K – 165
2017
Q1 		$218K Hold
2,000
– – 0.13% 159
2016
Q4 		$207K Buy
+2,000
New +$197K 0.13% 158
2016
Q3 		– Sell
-4,000
Closed -$454K – 166
2016
Q2 		$454K Buy
+4,000
New +$374K 0.15% 146
2016
Q1 		– Sell
-5,000
Closed -$446K – 162
2015
Q4 		$446K Buy
5,000
+2,500
+100% +$224K 0.15% 139
2015
Q3 		$230K Sell
2,500
-1,116
-31% -$102K 0.17% 140
2015
Q2 		$321K Buy
+3,616
New +$341K 0.21% 122

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Curbstone Financial Management Corp's HSY Position: Q2 2022 in Review

Curbstone Financial Management Corp sold out of Hershey (HSY) in Q2 2022, closing a stake of 1,850 shares — an estimated $401K sold.

Curbstone Financial Management Corp first reported a position in HSY in Q2 2015 and held it in 7 quarters. The position peaked at $454K in Q2 2016. 1,211 funds tracked by Wall St. Rank hold HSY as of Q2 2022.

  • Curbstone Financial Management Corp reported no remaining Hershey position as of Q2 2022 after selling out during the quarter.
  • Curbstone Financial Management Corp sold 1,850 Hershey shares in Q2 2022, an estimated $401K.
  • Curbstone Financial Management Corp first reported a position in Hershey in Q2 2015 and held it in 7 quarters.
  • Curbstone Financial Management Corp's Hershey position peaked at $454K in Q2 2016.
  • 1,211 funds tracked by Wall St. Rank held Hershey as of Q2 2022.

Based on Curbstone Financial Management Corp's 13F filing for Q2 2022, filed 4 Aug 2022.