Ironsides Asset Advisors’s Hershey HSY Stock Holding History

Ironsides Asset Advisors’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	-1,670	Closed	-$334K	–	87
2023 Q3	$334K	Buy	1,670 +440	+36%	+$98.5K	0.15%	49
2023 Q2	$307K	Buy	+1,230	New	+$323K	0.13%	55

Other funds holding HSY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $63.9B AUM 45.56% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Ironsides Asset Advisors's HSY Position: Q4 2023 in Review

Ironsides Asset Advisors sold out of Hershey (HSY) in Q4 2023, closing a stake of 1,670 shares — an estimated $334K sold.

Ironsides Asset Advisors first reported a position in HSY in Q2 2023 and held it in 2 quarters. The position peaked at $334K in Q3 2023. 1,348 funds tracked by Wall St. Rank hold HSY as of Q4 2023.

Ironsides Asset Advisors reported no remaining Hershey position as of Q4 2023 after selling out during the quarter.
Ironsides Asset Advisors sold 1,670 Hershey shares in Q4 2023, an estimated $334K.
Ironsides Asset Advisors first reported a position in Hershey in Q2 2023 and held it in 2 quarters.
Ironsides Asset Advisors's Hershey position peaked at $334K in Q3 2023.
1,348 funds tracked by Wall St. Rank held Hershey as of Q4 2023.

Based on Ironsides Asset Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.