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Industrial Alliance Investment Management’s Hershey HSY Stock Holding History

Industrial Alliance 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
2023
Q2 		– Sell
-28,523
Closed -$7.26M – 316
2023
Q1 		$7.26M Buy
28,523
+8,750
+44% +$2.06M 0.2% 99
2022
Q4 		$4.58M Buy
19,773
+1,093
+6% +$252K 0.13% 149
2022
Q3 		$4.12M Sell
18,680
-9,200
-33% -$2.06M 0.12% 157
2022
Q2 		$6M Sell
27,880
-8,740
-24% -$1.9M 0.17% 127
2022
Q1 		$7.93M Sell
36,620
-1,910
-5% -$388K 0.19% 120
2021
Q4 		$7.45M Buy
+38,530
New +$6.98M 0.17% 122

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Industrial Alliance Investment Management's HSY Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of Hershey (HSY) in Q2 2023, closing a stake of 28,523 shares — an estimated $7.26M sold.

Industrial Alliance Investment Management first reported a position in HSY in Q4 2021 and held it in 6 quarters. The position peaked at $7.93M in Q1 2022. 1,355 funds tracked by Wall St. Rank hold HSY as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining Hershey position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 28,523 Hershey shares in Q2 2023, an estimated $7.26M.
  • Industrial Alliance Investment Management first reported a position in Hershey in Q4 2021 and held it in 6 quarters.
  • Industrial Alliance Investment Management's Hershey position peaked at $7.93M in Q1 2022.
  • 1,355 funds tracked by Wall St. Rank held Hershey as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.