HIM
HSY icon

Hillsdale Investment Management’s Hershey HSY Stock Holding History

Hillsdale Investment Management’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
Q3 		– Sell
-2,400
Closed -$516K – 569
2022
Q2 		$516K Buy
+2,400
New +$523K 0.04% 331
2021
Q1 		– Sell
-40
Closed -$6K – 603
2020
Q4 		$6K Hold
40
– – ﹤0.01% 536
2020
Q3 		$6K Buy
40
+20
+100% +$2.84K ﹤0.01% 530
2020
Q2 		$3K Sell
20
-20
-50% -$2.69K ﹤0.01% 521
2020
Q1 		$5K Hold
40
– – ﹤0.01% 522
2019
Q4 		$6K Hold
40
– – ﹤0.01% 514
2019
Q3 		$6K Hold
40
– – ﹤0.01% 532
2019
Q2 		$5K Buy
40
+10
+33% +$1.27K ﹤0.01% 532
2019
Q1 		$3K Buy
30
+10
+50% +$1.09K ﹤0.01% 562
2018
Q4 		$2K Hold
20
– – ﹤0.01% 556
2018
Q3 		$2K Sell
20
-10
-33% -$988 ﹤0.01% 456
2018
Q2 		$3K Hold
30
– – ﹤0.01% 448
2018
Q1 		$3K Buy
30
+5
+20% +$517 ﹤0.01% 418
2017
Q4 		$3K Sell
25
-25
-50% -$2.75K ﹤0.01% 430
2017
Q3 		$5K Sell
50
-2,050
-98% -$218K ﹤0.01% 394
2017
Q2 		$225K Sell
2,100
-800
-28% -$88.3K 0.04% 287
2017
Q1 		$317K Buy
+2,900
New +$311K 0.06% 230
2015
Q4 		– Sell
-1,700
Closed -$156K – 537
2015
Q3 		$156K Sell
1,700
-400
-19% -$36.4K 0.05% 348
2015
Q2 		$187K Buy
2,100
+400
+24% +$37.7K 0.06% 355
2015
Q1 		$172K Buy
1,700
+400
+31% +$41.7K 0.04% 354
2014
Q4 		$135K Sell
1,300
-400
-24% -$38.9K 0.03% 357
2014
Q3 		$162K Hold
1,700
– – 0.05% 337
2014
Q2 		$166K Sell
1,700
-100
-6% -$9.81K 0.04% 347
2014
Q1 		$188K Sell
1,800
-100
-5% -$10.2K 0.05% 322
2013
Q4 		$185K Buy
1,900
+200
+12% +$19.2K 0.05% 318
2013
Q3 		$157K Sell
1,700
-700
-29% -$65.3K 0.05% 310
2013
Q2 		$214K Buy
+2,400
New +$212K 0.07% 280

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hillsdale Investment Management's HSY Position: Q3 2022 in Review

Hillsdale Investment Management sold out of Hershey (HSY) in Q3 2022, closing a stake of 2,400 shares — an estimated $516K sold.

Hillsdale Investment Management first reported a position in HSY in Q2 2013 and held it in 27 quarters. The position peaked at $516K in Q2 2022. 1,228 funds tracked by Wall St. Rank hold HSY as of Q3 2022.

  • Hillsdale Investment Management reported no remaining Hershey position as of Q3 2022 after selling out during the quarter.
  • Hillsdale Investment Management sold 2,400 Hershey shares in Q3 2022, an estimated $516K.
  • Hillsdale Investment Management first reported a position in Hershey in Q2 2013 and held it in 27 quarters.
  • Hillsdale Investment Management's Hershey position peaked at $516K in Q2 2022.
  • 1,228 funds tracked by Wall St. Rank held Hershey as of Q3 2022.

Based on Hillsdale Investment Management's 13F filing for Q3 2022, filed 10 Nov 2022.