EI
HSY icon

Ellevest Inc’s Hershey HSY Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-8
Closed -$2.04K – 924
2023
Q1 		$2.04K Buy
+8
New +$1.88K ﹤0.01% 1439
2022
Q3 		– Sell
-24
Closed -$5K – 1708
2022
Q2 		$5K Buy
+24
New +$5.23K ﹤0.01% 1012
2021
Q4 		– Sell
-32
Closed -$5.79K – 1525
2021
Q3 		$5K Sell
32
-17
-35% -$3K ﹤0.01% 965
2021
Q2 		$9K Sell
49
-609
-93% -$103K ﹤0.01% 785
2021
Q1 		$104K Sell
658
-399
-38% -$60.1K 0.01% 334
2020
Q4 		$161K Buy
1,057
+155
+17% +$22.9K 0.02% 203
2020
Q3 		$129K Buy
902
+212
+31% +$30.1K 0.02% 189
2020
Q2 		$89K Buy
690
+276
+67% +$37.1K 0.02% 232
2020
Q1 		$55K Buy
414
+182
+78% +$26.8K 0.02% 213
2019
Q4 		$34K Buy
232
+222
+2,220% +$32.9K 0.01% 283
2019
Q3 		$2K Buy
+10
New +$1.51K ﹤0.01% 339

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ellevest Inc's HSY Position: Q2 2023 in Review

Ellevest Inc sold out of Hershey (HSY) in Q2 2023, closing a stake of 8 shares — an estimated $2.04K sold.

Ellevest Inc first reported a position in HSY in Q3 2019 and held it in 11 quarters. The position peaked at $161K in Q4 2020. 1,354 funds tracked by Wall St. Rank hold HSY as of Q2 2023.

  • Ellevest Inc reported no remaining Hershey position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 8 Hershey shares in Q2 2023, an estimated $2.04K.
  • Ellevest Inc first reported a position in Hershey in Q3 2019 and held it in 11 quarters.
  • Ellevest Inc's Hershey position peaked at $161K in Q4 2020.
  • 1,354 funds tracked by Wall St. Rank held Hershey as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.