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Front Barnett Associates’s Hershey HSY Stock Holding History

Front Barnett Associates’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
-859
Closed -$214K – 116
2023
Q2 		$214K Sell
859
-60
-7% -$15.7K 0.02% 114
2023
Q1 		$234K Hold
919
– – 0.03% 106
2022
Q4 		$213K Hold
919
– – 0.03% 111
2022
Q3 		$203K Sell
919
-65
-7% -$14.6K 0.03% 109
2022
Q2 		$212K Sell
984
-105
-10% -$22.9K 0.03% 109
2022
Q1 		$236K Sell
1,089
-35
-3% -$7.11K 0.02% 112
2021
Q4 		$217K Buy
+1,124
New +$204K 0.02% 114
2019
Q4 		– Sell
-1,306
Closed -$202K – 117
2019
Q3 		$202K Buy
+1,306
New +$197K 0.03% 114

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Morgan Stanley
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
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Front Barnett Associates's HSY Position: Q3 2023 in Review

Front Barnett Associates sold out of Hershey (HSY) in Q3 2023, closing a stake of 859 shares — an estimated $214K sold.

Front Barnett Associates first reported a position in HSY in Q3 2019 and held it in 8 quarters. The position peaked at $236K in Q1 2022. 1,298 funds tracked by Wall St. Rank hold HSY as of Q3 2023.

  • Front Barnett Associates reported no remaining Hershey position as of Q3 2023 after selling out during the quarter.
  • Front Barnett Associates sold 859 Hershey shares in Q3 2023, an estimated $214K.
  • Front Barnett Associates first reported a position in Hershey in Q3 2019 and held it in 8 quarters.
  • Front Barnett Associates's Hershey position peaked at $236K in Q1 2022.
  • 1,298 funds tracked by Wall St. Rank held Hershey as of Q3 2023.

Based on Front Barnett Associates's 13F filing for Q3 2023, filed 13 Nov 2023.