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D'Orazio & Associates’s Hershey HSY Stock Holding History

D'Orazio & Associates’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
-820
Closed -$205K – 161
2023
Q2 		$205K Sell
820
-81
-9% -$21.2K 0.05% 124
2023
Q1 		$229K Buy
+901
New +$212K 0.06% 113
2021
Q4 		– Sell
-295
Closed -$50K – 366
2021
Q3 		$50K Buy
295
+135
+84% +$23.9K 0.01% 200
2021
Q2 		$28K Buy
160
+55
+52% +$9.26K 0.01% 218
2021
Q1 		$17K Hold
105
– – ﹤0.01% 248
2020
Q4 		$16K Buy
+105
New +$15.5K 0.01% 244

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

D'Orazio & Associates's HSY Position: Q3 2023 in Review

D'Orazio & Associates sold out of Hershey (HSY) in Q3 2023, closing a stake of 820 shares — an estimated $205K sold.

D'Orazio & Associates first reported a position in HSY in Q4 2020 and held it in 6 quarters. The position peaked at $229K in Q1 2023. 1,297 funds tracked by Wall St. Rank hold HSY as of Q3 2023.

  • D'Orazio & Associates reported no remaining Hershey position as of Q3 2023 after selling out during the quarter.
  • D'Orazio & Associates sold 820 Hershey shares in Q3 2023, an estimated $205K.
  • D'Orazio & Associates first reported a position in Hershey in Q4 2020 and held it in 6 quarters.
  • D'Orazio & Associates's Hershey position peaked at $229K in Q1 2023.
  • 1,297 funds tracked by Wall St. Rank held Hershey as of Q3 2023.

Based on D'Orazio & Associates's 13F filing for Q3 2023, filed 11 Oct 2023.