Jacobs Levy Equity Management’s Hershey HSY Stock Holding History

Jacobs Levy Equity 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 Q3	–	Sell	-7,940	Closed	-$1.98M	–	1006
2023 Q2	$1.98M	Buy	7,940 +2,849	+56%	+$747K	0.01%	571
2023 Q1	$1.3M	Sell	5,091 -257,886	-98%	-$60.6M	0.01%	651
2022 Q4	$60.9M	Sell	262,977 -26,733	-9%	-$6.16M	0.41%	61
2022 Q3	$63.9M	Sell	289,710 -187,345	-39%	-$42M	0.5%	42
2022 Q2	$103M	Buy	477,055 +231,286	+94%	+$50.4M	0.79%	16
2022 Q1	$53.2M	Buy	245,769 +26,857	+12%	+$5.45M	0.36%	68
2021 Q4	$42.4M	Sell	218,912 -160,973	-42%	-$29.1M	0.28%	91
2021 Q3	$64.3M	Sell	379,885 -71,976	-16%	-$12.7M	0.43%	57
2021 Q2	$78.7M	Buy	451,861 +4,331	+1%	+$729K	0.53%	40
2021 Q1	$70.8M	Buy	447,530 +9,628	+2%	+$1.45M	0.55%	40
2020 Q4	$66.7M	Sell	437,902 -19,129	-4%	-$2.83M	0.59%	34
2020 Q3	$65.5M	Buy	457,031 +16,749	+4%	+$2.38M	0.68%	26
2020 Q2	$57.1M	Buy	440,282 +343,084	+353%	+$46.1M	0.62%	29
2020 Q1	$12.9M	Buy	+97,198	New	+$14.3M	0.17%	149
2018 Q3	–	Sell	-16,680	Closed	-$1.55M	–	1023
2018 Q2	$1.55M	Sell	16,680 -22,920	-58%	-$2.14M	0.02%	556
2018 Q1	$3.92M	Buy	+39,600	New	+$4.09M	0.07%	325
2014 Q3	–	Sell	-186,371	Closed	-$18.1M	–	853
2014 Q2	$18.1M	Sell	186,371 -420	-0.2%	-$41.2K	0.3%	107
2014 Q1	$19.5M	Buy	186,791 +4,331	+2%	+$443K	0.33%	99
2013 Q4	$17.7M	Sell	182,460 -140,360	-43%	-$13.5M	0.27%	118
2013 Q3	$29.9M	Buy	322,820 +24,640	+8%	+$2.3M	0.51%	47
2013 Q2	$26.6M	Buy	+298,180	New	+$26.3M	0.47%	53

Other funds holding HSY

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

HTC

Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jacobs Levy Equity Management's HSY Position: Q3 2023 in Review

Jacobs Levy Equity Management sold out of Hershey (HSY) in Q3 2023, closing a stake of 7,940 shares — an estimated $1.98M sold.

Jacobs Levy Equity Management first reported a position in HSY in Q2 2013 and held it in 21 quarters. The position peaked at $103M in Q2 2022. 1,297 funds tracked by Wall St. Rank hold HSY as of Q3 2023.

Jacobs Levy Equity Management reported no remaining Hershey position as of Q3 2023 after selling out during the quarter.
Jacobs Levy Equity Management sold 7,940 Hershey shares in Q3 2023, an estimated $1.98M.
Jacobs Levy Equity Management first reported a position in Hershey in Q2 2013 and held it in 21 quarters.
Jacobs Levy Equity Management's Hershey position peaked at $103M in Q2 2022.
1,297 funds tracked by Wall St. Rank held Hershey as of Q3 2023.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2023, filed 17 Nov 2023.