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Edgemoor Investment Advisors’s Hershey HSY Stock Holding History

Edgemoor Investment Advisors’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
-908
Closed -$227K – 159
2023
Q2 		$227K Hold
908
– – 0.03% 149
2023
Q1 		$231K Hold
908
– – 0.03% 145
2022
Q4 		$210K Hold
908
– – 0.03% 159
2022
Q3 		$200K Buy
+908
New +$203K 0.03% 143
2022
Q1 		– Sell
-1,050
Closed -$203K – 155
2021
Q4 		$203K Buy
+1,050
New +$190K 0.02% 143

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

Edgemoor Investment Advisors's HSY Position: Q3 2023 in Review

Edgemoor Investment Advisors sold out of Hershey (HSY) in Q3 2023, closing a stake of 908 shares — an estimated $227K sold.

Edgemoor Investment Advisors first reported a position in HSY in Q4 2021 and held it in 5 quarters. The position peaked at $231K in Q1 2023. 1,297 funds tracked by Wall St. Rank hold HSY as of Q3 2023.

  • Edgemoor Investment Advisors reported no remaining Hershey position as of Q3 2023 after selling out during the quarter.
  • Edgemoor Investment Advisors sold 908 Hershey shares in Q3 2023, an estimated $227K.
  • Edgemoor Investment Advisors first reported a position in Hershey in Q4 2021 and held it in 5 quarters.
  • Edgemoor Investment Advisors's Hershey position peaked at $231K in Q1 2023.
  • 1,297 funds tracked by Wall St. Rank held Hershey as of Q3 2023.

Based on Edgemoor Investment Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.