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Ergoteles’s Hershey HSY Stock Holding History

Ergoteles’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
-24,190
Closed -$6.04M – 406
2023
Q2 		$6.04M Buy
+24,190
New +$6.35M 0.29% 86
2023
Q1 		– Sell
-22,952
Closed -$5.31M – 1468
2022
Q4 		$5.31M Buy
+22,952
New +$5.29M 0.2% 115
2022
Q2 		– Sell
-3,926
Closed -$850K – 1802
2022
Q1 		$850K Buy
+3,926
New +$797K 0.03% 485
2021
Q2 		– Sell
-3,076
Closed -$487K – 1575
2021
Q1 		$487K Buy
3,076
+1,221
+66% +$184K 0.02% 485
2020
Q4 		$283K Buy
+1,855
New +$274K 0.01% 541

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

Ergoteles's HSY Position: Q3 2023 in Review

Ergoteles sold out of Hershey (HSY) in Q3 2023, closing a stake of 24,190 shares — an estimated $6.04M sold.

Ergoteles first reported a position in HSY in Q4 2020 and held it in 5 quarters. The position peaked at $6.04M in Q2 2023. 1,297 funds tracked by Wall St. Rank hold HSY as of Q3 2023.

  • Ergoteles reported no remaining Hershey position as of Q3 2023 after selling out during the quarter.
  • Ergoteles sold 24,190 Hershey shares in Q3 2023, an estimated $6.04M.
  • Ergoteles first reported a position in Hershey in Q4 2020 and held it in 5 quarters.
  • Ergoteles's Hershey position peaked at $6.04M in Q2 2023.
  • 1,297 funds tracked by Wall St. Rank held Hershey as of Q3 2023.

Based on Ergoteles's 13F filing for Q3 2023, filed 14 Nov 2023.