DI
HSY icon

Disciplined Investments’s Hershey HSY Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-14
Closed -$3.5K – 748
2023
Q2 		$3.5K Sell
14
-2
-13% -$525 ﹤0.01% 486
2023
Q1 		$4.07K Sell
16
-2
-11% -$470 ﹤0.01% 469
2022
Q4 		$4.17K Sell
18
-3
-14% -$692 ﹤0.01% 431
2022
Q3 		$5K Buy
21
+1
+5% +$224 ﹤0.01% 432
2022
Q2 		$4K Buy
20
+4
+25% +$872 ﹤0.01% 480
2022
Q1 		$3K Buy
+16
New +$3.25K ﹤0.01% 579

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Disciplined Investments's HSY Position: Q3 2023 in Review

Disciplined Investments sold out of Hershey (HSY) in Q3 2023, closing a stake of 14 shares — an estimated $3.5K sold.

Disciplined Investments first reported a position in HSY in Q1 2022 and held it in 6 quarters. The position peaked at $5K in Q3 2022. 1,297 funds tracked by Wall St. Rank hold HSY as of Q3 2023.

  • Disciplined Investments reported no remaining Hershey position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 14 Hershey shares in Q3 2023, an estimated $3.5K.
  • Disciplined Investments first reported a position in Hershey in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Hershey position peaked at $5K in Q3 2022.
  • 1,297 funds tracked by Wall St. Rank held Hershey as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.