Foundry Partners’s Hershey HSY Stock Holding History

Foundry Partners’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	-1,403	Closed	-$350K	–	311
2023 Q2	$350K	Hold	1,403	–	–	0.02%	274
2023 Q1	$357K	Sell	1,403 -20	-1%	-$4.7K	0.02%	271
2022 Q4	$330K	Sell	1,423 -860	-38%	-$198K	0.02%	261
2022 Q3	$503K	Buy	2,283 +588	+35%	+$132K	0.03%	241
2022 Q2	$365K	Hold	1,695	–	–	0.02%	253
2022 Q1	$367K	Buy	1,695 +245	+17%	+$49.8K	0.02%	276
2021 Q4	$281K	Hold	1,450	–	–	0.01%	319
2021 Q3	$245K	Hold	1,450	–	–	0.01%	342
2021 Q2	$253K	Hold	1,450	–	–	0.01%	352
2021 Q1	$229K	Hold	1,450	–	–	0.01%	426
2020 Q4	$221K	Hold	1,450	–	–	0.01%	412
2020 Q3	$208K	Buy	+1,450	New	+$206K	0.01%	403
2020 Q1	–	Sell	-1,450	Closed	-$213K	–	396
2019 Q4	$213K	Hold	1,450	–	–	0.01%	388
2019 Q3	$225K	Buy	+1,450	New	+$219K	0.01%	380
2014 Q2	–	Sell	-95,905	Closed	-$10M	–	267
2014 Q1	$10M	Buy	95,905 +2,732	+3%	+$279K	0.94%	23
2013 Q4	$9.06M	Buy	+93,173	New	+$8.96M	0.81%	39

Other funds holding HSY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HTC

Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Foundry Partners's HSY Position: Q3 2023 in Review

Foundry Partners sold out of Hershey (HSY) in Q3 2023, closing a stake of 1,403 shares — an estimated $350K sold.

Foundry Partners first reported a position in HSY in Q4 2013 and held it in 16 quarters. The position peaked at $10M in Q1 2014. 1,297 funds tracked by Wall St. Rank hold HSY as of Q3 2023.

Foundry Partners reported no remaining Hershey position as of Q3 2023 after selling out during the quarter.
Foundry Partners sold 1,403 Hershey shares in Q3 2023, an estimated $350K.
Foundry Partners first reported a position in Hershey in Q4 2013 and held it in 16 quarters.
Foundry Partners's Hershey position peaked at $10M in Q1 2014.
1,297 funds tracked by Wall St. Rank held Hershey as of Q3 2023.

Based on Foundry Partners's 13F filing for Q3 2023, filed 9 Nov 2023.