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Dorsey Wright & Associates’s Hershey HSY Stock Holding History

Dorsey Wright & 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
-934
Closed -$233K – 302
2023
Q2 		$233K Buy
+934
New +$245K 0.07% 123
2020
Q3 		– Sell
-2,038
Closed -$264K – 329
2020
Q2 		$264K Buy
+2,038
New +$274K 0.05% 149

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

Dorsey Wright & Associates's HSY Position: Q3 2023 in Review

Dorsey Wright & Associates sold out of Hershey (HSY) in Q3 2023, closing a stake of 934 shares — an estimated $233K sold.

Dorsey Wright & Associates first reported a position in HSY in Q2 2020 and held it in 2 quarters. The position peaked at $264K in Q2 2020. 1,297 funds tracked by Wall St. Rank hold HSY as of Q3 2023.

  • Dorsey Wright & Associates reported no remaining Hershey position as of Q3 2023 after selling out during the quarter.
  • Dorsey Wright & Associates sold 934 Hershey shares in Q3 2023, an estimated $233K.
  • Dorsey Wright & Associates first reported a position in Hershey in Q2 2020 and held it in 2 quarters.
  • Dorsey Wright & Associates's Hershey position peaked at $264K in Q2 2020.
  • 1,297 funds tracked by Wall St. Rank held Hershey as of Q3 2023.

Based on Dorsey Wright & Associates's 13F filing for Q3 2023, filed 7 Nov 2023.