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Great Diamond Partners’s Hershey HSY Stock Holding History

Great Diamond 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
Q4 		– Sell
-5,401
Closed -$1.08M – 235
2023
Q3 		$1.08M Sell
5,401
-118
-2% -$26.4K 0.29% 81
2023
Q2 		$1.38M Sell
5,519
-105
-2% -$27.5K 0.36% 75
2023
Q1 		$1.43M Buy
5,624
+37
+0.7% +$8.69K 0.41% 64
2022
Q4 		$1.29M Buy
+5,587
New +$1.29M 0.4% 61
2022
Q2 		– Sell
-941
Closed -$203K – 212
2022
Q1 		$203K Buy
+941
New +$191K 0.06% 213
2020
Q1 		– Sell
-755
Closed -$110K – 334
2019
Q4 		$110K Buy
+755
New +$112K 0.04% 216

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

Great Diamond Partners's HSY Position: Q4 2023 in Review

Great Diamond Partners sold out of Hershey (HSY) in Q4 2023, closing a stake of 5,401 shares — an estimated $1.08M sold.

Great Diamond Partners first reported a position in HSY in Q4 2019 and held it in 6 quarters. The position peaked at $1.43M in Q1 2023. 1,348 funds tracked by Wall St. Rank hold HSY as of Q4 2023.

  • Great Diamond Partners reported no remaining Hershey position as of Q4 2023 after selling out during the quarter.
  • Great Diamond Partners sold 5,401 Hershey shares in Q4 2023, an estimated $1.08M.
  • Great Diamond Partners first reported a position in Hershey in Q4 2019 and held it in 6 quarters.
  • Great Diamond Partners's Hershey position peaked at $1.43M in Q1 2023.
  • 1,348 funds tracked by Wall St. Rank held Hershey as of Q4 2023.

Based on Great Diamond Partners's 13F filing for Q4 2023, filed 7 Feb 2024.