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Duality Advisers’s Hershey HSY Stock Holding History

Duality Advisers’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
2024
Q1 		– Sell
-35,922
Closed -$6.7M – 664
2023
Q4 		$6.7M Buy
35,922
+10,670
+42% +$2.02M 0.71% 1
2023
Q3 		$5.05M Buy
25,252
+7,120
+39% +$1.59M 0.61% 5
2023
Q2 		$4.53M Sell
18,132
-301
-2% -$79K 0.57% 19
2023
Q1 		$4.69M Buy
18,433
+3,479
+23% +$817K 0.53% 29
2022
Q4 		$3.46M Buy
+14,954
New +$3.45M 0.39% 61
2022
Q3 		– Sell
-14,743
Closed -$3.17M – 627
2022
Q2 		$3.17M Buy
+14,743
New +$3.21M 0.31% 84
2022
Q1 		– Sell
-27,805
Closed -$5.38M – 719
2021
Q4 		$5.38M Sell
27,805
-10,771
-28% -$1.95M 0.58% 28
2021
Q3 		$6.53M Buy
+38,576
New +$6.82M 0.5% 40
2020
Q4 		– Sell
-32,760
Closed -$4.7M – 628
2020
Q3 		$4.7M Buy
32,760
+5,238
+19% +$743K 0.3% 64
2020
Q2 		$3.57M Buy
+27,522
New +$3.7M 0.32% 75
2020
Q1 		– Sell
-69,615
Closed -$10.2M – 153
2019
Q4 		$10.2M Buy
+69,615
New +$10.3M 0.61% 39
2019
Q2 		– Sell
-77,560
Closed -$8.91M – 254
2019
Q1 		$8.91M Buy
77,560
+39,000
+101% +$4.25M 0.53% 48
2018
Q4 		$4.13M Buy
+38,560
New +$4.1M 0.24% 106

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

Duality Advisers's HSY Position: Q1 2024 in Review

Duality Advisers sold out of Hershey (HSY) in Q1 2024, closing a stake of 35,922 shares — an estimated $6.7M sold.

Duality Advisers first reported a position in HSY in Q4 2018 and held it in 13 quarters. The position peaked at $10.2M in Q4 2019. 1,360 funds tracked by Wall St. Rank hold HSY as of Q1 2024.

  • Duality Advisers reported no remaining Hershey position as of Q1 2024 after selling out during the quarter.
  • Duality Advisers sold 35,922 Hershey shares in Q1 2024, an estimated $6.7M.
  • Duality Advisers first reported a position in Hershey in Q4 2018 and held it in 13 quarters.
  • Duality Advisers's Hershey position peaked at $10.2M in Q4 2019.
  • 1,360 funds tracked by Wall St. Rank held Hershey as of Q1 2024.

Based on Duality Advisers's 13F filing for Q1 2024, filed 6 May 2024.