Gofen & Glossberg’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.94M | Sell |
8,396
-900
| -10% | -$207K | 0.05% | 193 |
|
|
2022
Q3 | $2.05M | Buy |
9,296
+650
| +8% | +$146K | 0.06% | 186 |
|
|
2022
Q2 | $1.86M | Sell |
8,646
-300
| -3% | -$65.4K | 0.05% | 194 |
|
|
2022
Q1 | $1.94M | Hold |
8,946
| – | – | 0.04% | 201 |
|
|
2021
Q4 | $1.73M | Sell |
8,946
-13
| -0.1% | -$2.35K | 0.04% | 202 |
|
|
2021
Q3 | $1.52M | Sell |
8,959
-39
| -0.4% | -$6.89K | 0.04% | 212 |
|
|
2021
Q2 | $1.57M | Sell |
8,998
-336
| -4% | -$56.6K | 0.04% | 209 |
|
|
2021
Q1 | $1.48M | Hold |
9,334
| – | – | 0.04% | 209 |
|
|
2020
Q4 | $1.42M | Hold |
9,334
| – | – | 0.04% | 205 |
|
|
2020
Q3 | $1.34M | Hold |
9,334
| – | – | 0.04% | 198 |
|
|
2020
Q2 | $1.21M | Sell |
9,334
-900
| -9% | -$121K | 0.04% | 190 |
|
|
2020
Q1 | $1.36M | Sell |
10,234
-1,600
| -14% | -$236K | 0.05% | 177 |
|
|
2019
Q4 | $1.74M | Sell |
11,834
-100
| -0.8% | -$14.8K | 0.06% | 173 |
|
|
2019
Q3 | $1.85M | Sell |
11,934
-400
| -3% | -$60.4K | 0.06% | 170 |
|
|
2019
Q2 | $1.65M | Hold |
12,334
| – | – | 0.06% | 175 |
|
|
2019
Q1 | $1.42M | Hold |
12,334
| – | – | 0.05% | 179 |
|
|
2018
Q4 | $1.32M | Sell |
12,334
-2,500
| -17% | -$266K | 0.05% | 174 |
|
|
2018
Q3 | $1.51M | Sell |
14,834
-8,797
| -37% | -$869K | 0.05% | 184 |
|
|
2018
Q2 | $2.2M | Sell |
23,631
-197
| -0.8% | -$18.4K | 0.08% | 155 |
|
|
2018
Q1 | $2.36M | Sell |
23,828
-798
| -3% | -$82.4K | 0.09% | 158 |
|
|
2017
Q4 | $2.79M | Buy |
24,626
+2
| +0% | +$220 | 0.1% | 143 |
|
|
2017
Q3 | $2.69M | Sell |
24,624
-147
| -0.6% | -$15.7K | 0.1% | 146 |
|
|
2017
Q2 | $2.66M | Buy |
24,771
+2
| +0% | +$221 | 0.1% | 144 |
|
|
2017
Q1 | $2.71M | Sell |
24,769
-48
| -0.2% | -$5.15K | 0.11% | 140 |
|
|
2016
Q4 | $2.57M | Sell |
24,817
-23
| -0.1% | -$2.27K | 0.1% | 143 |
|
|
2016
Q3 | $2.38M | Sell |
24,840
-207
| -0.8% | -$21.9K | 0.1% | 155 |
|
|
2016
Q2 | $2.84M | Sell |
25,047
-17
| -0.1% | -$1.59K | 0.12% | 134 |
|
|
2016
Q1 | $2.31M | Sell |
25,064
-5
| -0% | -$446 | 0.1% | 150 |
|
|
2015
Q4 | $2.24M | Buy |
25,069
+2
| +0% | +$179 | 0.1% | 150 |
|
|
2015
Q3 | $2.3M | Buy |
25,067
+539
| +2% | +$49.1K | 0.1% | 144 |
|
|
2015
Q2 | $2.18M | Buy |
24,528
+367
| +2% | +$34.6K | 0.09% | 156 |
|
|
2015
Q1 | $2.44M | Buy |
24,161
+2
| +0% | +$209 | 0.11% | 148 |
|
|
2014
Q4 | $2.51M | Buy |
24,159
+2
| +0% | +$195 | 0.11% | 148 |
|
|
2014
Q3 | $2.31M | Buy |
24,157
+2
| +0% | +$185 | 0.1% | 153 |
|
|
2014
Q2 | $2.35M | Buy |
24,155
+20
| +0.1% | +$1.96K | 0.1% | 151 |
|
|
2014
Q1 | $2.55M | Hold |
24,135
| – | – | 0.12% | 141 |
|
|
2013
Q4 | $2.35M | Buy |
24,135
+2
| +0% | +$192 | 0.11% | 147 |
|
|
2013
Q3 | $2.23M | Buy |
24,133
+2
| +0% | +$186 | 0.12% | 140 |
|
|
2013
Q2 | $2.15M | Buy |
+24,131
| New | +$2.13M | 0.12% | 137 |
|
Other funds holding HSY
Gofen & Glossberg's HSY Position: Q4 2022 in Review
Gofen & Glossberg reduced its Hershey (HSY) stake by 9.7% in Q4 2022, selling an estimated $207K and leaving 8,396 shares worth $1.94M. The position accounts for 0.05% of the portfolio, ranked #193.
Gofen & Glossberg first reported a position in HSY in Q2 2013 and has held it in 39 quarters since. The position peaked at $2.84M in Q2 2016. 1,294 funds tracked by Wall St. Rank hold HSY as of Q4 2022.
- Gofen & Glossberg held 8,396 shares of Hershey worth $1.94M as of Q4 2022.
- Gofen & Glossberg sold 900 Hershey shares in Q4 2022, an estimated $207K.
- Hershey made up 0.05% of Gofen & Glossberg's portfolio in Q4 2022, its #193 holding.
- Gofen & Glossberg first reported a position in Hershey in Q2 2013 and has held it in 39 quarters since.
- Gofen & Glossberg's Hershey position peaked at $2.84M in Q2 2016.
- 1,294 funds tracked by Wall St. Rank held Hershey as of Q4 2022.
Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.