Envestnet Asset Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $210M | Sell |
1,009,886
-21,121
| -2% | -$4.45M | 0.06% | 317 |
|
|
2025
Q4 | $188M | Sell |
1,031,007
-73,292
| -7% | -$13.4M | 0.06% | 315 |
|
|
2025
Q3 | $207M | Buy |
1,104,299
+605,048
| +121% | +$110M | 0.06% | 306 |
|
|
2025
Q2 | $82.9M | Buy |
499,251
+86,692
| +21% | +$14.3M | 0.02% | 559 |
|
|
2025
Q1 | $70.6M | Sell |
412,559
-243,238
| -37% | -$39.8M | 0.02% | 582 |
|
|
2024
Q4 | $111M | Sell |
655,797
-220,113
| -25% | -$39.5M | 0.04% | 439 |
|
|
2024
Q3 | $168M | Buy |
875,910
+92,782
| +12% | +$18M | 0.05% | 326 |
|
|
2024
Q2 | $144M | Buy |
783,128
+147,215
| +23% | +$28.5M | 0.05% | 345 |
|
|
2024
Q1 | $124M | Buy |
635,913
+482,257
| +314% | +$93M | 0.05% | 388 |
|
|
2023
Q4 | $28.6M | Sell |
153,656
-30,603
| -17% | -$5.8M | 0.01% | 850 |
|
|
2023
Q3 | $36.9M | Buy |
184,259
+63,895
| +53% | +$14.3M | 0.02% | 680 |
|
|
2023
Q2 | $30.1M | Buy |
120,364
+10,602
| +10% | +$2.78M | 0.01% | 721 |
|
|
2023
Q1 | $27.9M | Sell |
109,762
-6,986
| -6% | -$1.64M | 0.01% | 728 |
|
|
2022
Q4 | $27M | Buy |
116,748
+1,315
| +1% | +$303K | 0.01% | 705 |
|
|
2022
Q3 | $25.4M | Buy |
115,433
+31,080
| +37% | +$6.97M | 0.01% | 663 |
|
|
2022
Q2 | $18.1M | Buy |
84,353
+4,573
| +6% | +$997K | 0.01% | 837 |
|
|
2022
Q1 | $17.3M | Buy |
79,780
+8,570
| +12% | +$1.74M | 0.01% | 921 |
|
|
2021
Q4 | $13.8M | Buy |
71,210
+2,424
| +4% | +$439K | 0.01% | 1023 |
|
|
2021
Q3 | $11.6M | Buy |
68,786
+1,335
| +2% | +$236K | 0.01% | 1064 |
|
|
2021
Q2 | $11.7M | Buy |
67,451
+5,313
| +9% | +$895K | 0.01% | 1036 |
|
|
2021
Q1 | $9.83M | Buy |
62,138
+1,702
| +3% | +$256K | 0.01% | 1046 |
|
|
2020
Q4 | $9.21M | Buy |
60,436
+9,622
| +19% | +$1.42M | 0.01% | 953 |
|
|
2020
Q3 | $7.28M | Sell |
50,814
-44
| -0.1% | -$6.24K | 0.01% | 951 |
|
|
2020
Q2 | $6.59M | Sell |
50,858
-1,390
| -3% | -$187K | 0.01% | 981 |
|
|
2020
Q1 | $6.92M | Buy |
52,248
+2,752
| +6% | +$406K | 0.01% | 837 |
|
|
2019
Q4 | $7.28M | Sell |
49,496
-3,204
| -6% | -$475K | 0.01% | 932 |
|
|
2019
Q3 | $8.17M | Sell |
52,700
-16,353
| -24% | -$2.47M | 0.01% | 845 |
|
|
2019
Q2 | $9.26M | Buy |
69,053
+2,540
| +4% | +$323K | 0.01% | 763 |
|
|
2019
Q1 | $7.64M | Sell |
66,513
-1,348
| -2% | -$147K | 0.01% | 806 |
|
|
2018
Q4 | $7.27M | Buy |
+67,861
| New | +$7.21M | 0.01% | 731 |
|
|
2018
Q3 | – | Sell |
-16,524
| Closed | -$1.54M | – | 1860 |
|
|
2018
Q2 | $1.54M | Buy |
16,524
+61
| +0.4% | +$5.69K | ﹤0.01% | 897 |
|
|
2018
Q1 | $1.62M | Sell |
16,463
-279
| -2% | -$28.8K | ﹤0.01% | 773 |
|
|
2017
Q4 | $1.9M | Sell |
16,742
-2,292
| -12% | -$252K | ﹤0.01% | 976 |
|
|
2017
Q3 | $2.08M | Sell |
19,034
-1,855
| -9% | -$198K | 0.01% | 881 |
|
|
2017
Q2 | $2.25M | Sell |
20,889
-2,243
| -10% | -$247K | 0.01% | 879 |
|
|
2017
Q1 | $2.53M | Buy |
23,132
+2,945
| +15% | +$316K | 0.01% | 838 |
|
|
2016
Q4 | $2.09M | Buy |
20,187
+4,310
| +27% | +$426K | 0.01% | 901 |
|
|
2016
Q3 | $1.52M | Sell |
15,877
-26,407
| -62% | -$2.79M | 0.01% | 1065 |
|
|
2016
Q2 | $4.8M | Sell |
42,284
-8,789
| -17% | -$823K | 0.02% | 643 |
|
|
2016
Q1 | $4.7M | Buy |
51,073
+383
| +0.8% | +$34.2K | 0.02% | 619 |
|
|
2015
Q4 | $4.53M | Buy |
50,690
+25,751
| +103% | +$2.31M | 0.02% | 606 |
|
|
2015
Q3 | $2.29M | Sell |
24,939
-8,731
| -26% | -$795K | 0.01% | 893 |
|
|
2015
Q2 | $2.99M | Sell |
33,670
-1,708
| -5% | -$161K | 0.01% | 851 |
|
|
2015
Q1 | $3.57M | Buy |
35,378
+34,522
| +4,033% | +$3.6M | 0.02% | 711 |
|
|
2014
Q4 | $89K | Buy |
856
+281
| +49% | +$27.4K | ﹤0.01% | 1212 |
|
|
2014
Q3 | $55K | Buy |
+575
| New | +$53.2K | ﹤0.01% | 1487 |
|
|
2014
Q2 | – | Sell |
-440
| Closed | -$46K | – | 2752 |
|
|
2014
Q1 | $46K | Buy |
440
+62
| +16% | +$6.34K | ﹤0.01% | 1389 |
|
|
2013
Q4 | $37K | Sell |
378
-359
| -49% | -$34.5K | ﹤0.01% | 1315 |
|
|
2013
Q3 | $68K | Sell |
737
-509
| -41% | -$47.5K | ﹤0.01% | 1113 |
|
|
2013
Q2 | $111K | Buy |
+1,246
| New | +$110K | ﹤0.01% | 946 |
|
Other funds holding HSY
VCM
VPM
