Jackson Creek Investment Advisors’s Hershey HSY Stock Holding History

Jackson Creek Investment 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	-3,571	Closed	-$714K	–	328
2023 Q3	$714K	Sell	3,571 -66	-2%	-$14.8K	0.3%	184
2023 Q2	$908K	Sell	3,637 -934	-20%	-$245K	0.36%	135
2023 Q1	$1.16M	Sell	4,571 -8	-0.2%	-$1.88K	0.49%	27
2022 Q4	$1.06M	Sell	4,579 -164	-3%	-$37.8K	0.47%	23
2022 Q3	$1.05M	Sell	4,743 -67	-1%	-$15K	0.49%	27
2022 Q2	$1.1M	Sell	4,810 -846	-15%	-$184K	0.44%	45
2022 Q1	$1.23M	Sell	5,656 -235	-4%	-$47.7K	0.45%	54
2021 Q4	$1.14M	Sell	5,891 -96	-2%	-$17.4K	0.41%	93
2021 Q3	$1.01M	Sell	5,987 -241	-4%	-$42.6K	0.38%	142
2021 Q2	$1.08M	Buy	6,228 +4,317	+226%	+$727K	0.4%	104
2021 Q1	$302K	Buy	+1,911	New	+$288K	0.1%	281

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

Jackson Creek Investment Advisors's HSY Position: Q4 2023 in Review

Jackson Creek Investment Advisors sold out of Hershey (HSY) in Q4 2023, closing a stake of 3,571 shares — an estimated $714K sold.

Jackson Creek Investment Advisors first reported a position in HSY in Q1 2021 and held it in 11 quarters. The position peaked at $1.23M in Q1 2022. 1,347 funds tracked by Wall St. Rank hold HSY as of Q4 2023.

Jackson Creek Investment Advisors reported no remaining Hershey position as of Q4 2023 after selling out during the quarter.
Jackson Creek Investment Advisors sold 3,571 Hershey shares in Q4 2023, an estimated $714K.
Jackson Creek Investment Advisors first reported a position in Hershey in Q1 2021 and held it in 11 quarters.
Jackson Creek Investment Advisors's Hershey position peaked at $1.23M in Q1 2022.
1,347 funds tracked by Wall St. Rank held Hershey as of Q4 2023.

Based on Jackson Creek Investment Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.