Desjardins Global Asset Management’s Hershey HSY Stock Holding History

Desjardins Global 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	$2.97M	Sell	15,919 -135,842	-90%	-$25.7M	0.32%	61
2023 Q3	$30.4M	Buy	151,761 +146,515	+2,793%	+$32.8M	3.31%	5
2023 Q2	$1.31M	Buy	5,246 +758	+17%	+$199K	0.15%	150
2023 Q1	$1.14M	Buy	4,488 +903	+25%	+$212K	0.14%	133
2022 Q4	$829K	Sell	3,585 -3,456	-49%	-$797K	0.13%	162
2022 Q3	$1.55M	Sell	7,041 -1,570	-18%	-$352K	0.2%	107
2022 Q2	$1.85M	Sell	8,611 -4,914	-36%	-$1.07M	0.24%	91
2022 Q1	$2.93M	Sell	13,525 -1,711	-11%	-$348K	0.26%	85
2021 Q4	$2.95M	Buy	+15,236	New	+$2.76M	0.25%	102

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

Desjardins Global Asset Management's HSY Position: Q4 2023 in Review

Desjardins Global Asset Management reduced its Hershey (HSY) stake by 90% in Q4 2023, selling an estimated $25.7M and leaving 15,919 shares worth $2.97M. The position accounts for 0.32% of the portfolio, ranked #61.

Desjardins Global Asset Management first reported a position in HSY in Q4 2021 and has held it in 9 quarters since. The position peaked at $30.4M in Q3 2023. 1,347 funds tracked by Wall St. Rank hold HSY as of Q4 2023.

Desjardins Global Asset Management held 15,919 shares of Hershey worth $2.97M as of Q4 2023.
Desjardins Global Asset Management sold 135,842 Hershey shares in Q4 2023, an estimated $25.7M.
Hershey made up 0.32% of Desjardins Global Asset Management's portfolio in Q4 2023, its #61 holding.
Desjardins Global Asset Management first reported a position in Hershey in Q4 2021 and has held it in 9 quarters since.
Desjardins Global Asset Management's Hershey position peaked at $30.4M in Q3 2023.
1,347 funds tracked by Wall St. Rank held Hershey as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.