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Fund Management at Engine No 1’s Hershey HSY Stock Holding History

Fund Management at Engine No 1’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
Q4 		– Sell
-2,144
Closed -$429K – 197
2023
Q3 		$429K Buy
2,144
+226
+12% +$50.6K 0.07% 269
2023
Q2 		$479K Buy
1,918
+136
+8% +$35.7K 0.09% 234
2023
Q1 		$453K Buy
1,782
+163
+10% +$38.3K 0.09% 216
2022
Q4 		$375K Buy
1,619
+207
+15% +$47.7K 0.09% 227
2022
Q3 		$311K Sell
1,412
-62
-4% -$13.9K 0.09% 222
2022
Q2 		$317K Buy
1,474
+243
+20% +$53K 0.08% 235
2022
Q1 		$267K Buy
+1,231
New +$250K 0.07% 278

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Fund Management at Engine No 1's HSY Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of Hershey (HSY) in Q4 2023, closing a stake of 2,144 shares — an estimated $429K sold.

Fund Management at Engine No 1 first reported a position in HSY in Q1 2022 and held it in 7 quarters. The position peaked at $479K in Q2 2023. 1,347 funds tracked by Wall St. Rank hold HSY as of Q4 2023.

  • Fund Management at Engine No 1 reported no remaining Hershey position as of Q4 2023 after selling out during the quarter.
  • Fund Management at Engine No 1 sold 2,144 Hershey shares in Q4 2023, an estimated $429K.
  • Fund Management at Engine No 1 first reported a position in Hershey in Q1 2022 and held it in 7 quarters.
  • Fund Management at Engine No 1's Hershey position peaked at $479K in Q2 2023.
  • 1,347 funds tracked by Wall St. Rank held Hershey as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.