FCH
HSY icon

Freestone Capital Holdings’s Hershey HSY Stock Holding History

Freestone Capital Holdings’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
2022
Q2 		– Sell
-1,919
Closed -$416K – 500
2022
Q1 		$416K Buy
1,919
+837
+77% +$170K 0.02% 396
2021
Q4 		$209K Buy
+1,082
New +$196K 0.01% 469
2021
Q1 		– Sell
-76
Closed -$11.6K – 700
2020
Q4 		$11.6K Hold
76
– – ﹤0.01% 829
2020
Q3 		$10.9K Buy
+76
New +$10.8K ﹤0.01% 728
2019
Q3 		– Sell
-2,287
Closed -$307K – 380
2019
Q2 		$307K Buy
+2,287
New +$291K 0.01% 319
2013
Q4 		– Sell
-8,673
Closed -$803K – 335
2013
Q3 		$803K Buy
+8,673
New +$809K 0.14% 151

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Freestone Capital Holdings's HSY Position: Q2 2022 in Review

Freestone Capital Holdings sold out of Hershey (HSY) in Q2 2022, closing a stake of 1,919 shares — an estimated $416K sold.

Freestone Capital Holdings first reported a position in HSY in Q3 2013 and held it in 6 quarters. The position peaked at $803K in Q3 2013. 1,211 funds tracked by Wall St. Rank hold HSY as of Q2 2022.

  • Freestone Capital Holdings reported no remaining Hershey position as of Q2 2022 after selling out during the quarter.
  • Freestone Capital Holdings sold 1,919 Hershey shares in Q2 2022, an estimated $416K.
  • Freestone Capital Holdings first reported a position in Hershey in Q3 2013 and held it in 6 quarters.
  • Freestone Capital Holdings's Hershey position peaked at $803K in Q3 2013.
  • 1,211 funds tracked by Wall St. Rank held Hershey as of Q2 2022.

Based on Freestone Capital Holdings's 13F filing for Q2 2022, filed 9 Aug 2022.