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Jag Capital Management’s Hershey HSY Stock Holding History

Jag Capital 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
Q4 		– Sell
-6,638
Closed -$1.33M – 164
2023
Q3 		$1.33M Sell
6,638
-164
-2% -$36.7K 0.16% 87
2023
Q2 		$1.7M Buy
+6,802
New +$1.78M 0.2% 83
2015
Q1 		– Sell
-8,296
Closed -$862K – 106
2014
Q4 		$862K Buy
+8,296
New +$808K 0.16% 71
2014
Q3 		– Sell
-8,141
Closed -$793K – 82
2014
Q2 		$793K Sell
8,141
-10,105
-55% -$991K 0.15% 67
2014
Q1 		$1.91M Sell
18,246
-200
-1% -$20.5K 0.39% 46
2013
Q4 		$1.79M Sell
18,446
-320
-2% -$30.8K 0.36% 50
2013
Q3 		$1.74M Buy
18,766
+6,864
+58% +$640K 0.38% 50
2013
Q2 		$1.06M Buy
+11,902
New +$1.05M 0.26% 67

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Jag Capital Management's HSY Position: Q4 2023 in Review

Jag Capital Management sold out of Hershey (HSY) in Q4 2023, closing a stake of 6,638 shares — an estimated $1.33M sold.

Jag Capital Management first reported a position in HSY in Q2 2013 and held it in 8 quarters. The position peaked at $1.91M in Q1 2014. 1,348 funds tracked by Wall St. Rank hold HSY as of Q4 2023.

  • Jag Capital Management reported no remaining Hershey position as of Q4 2023 after selling out during the quarter.
  • Jag Capital Management sold 6,638 Hershey shares in Q4 2023, an estimated $1.33M.
  • Jag Capital Management first reported a position in Hershey in Q2 2013 and held it in 8 quarters.
  • Jag Capital Management's Hershey position peaked at $1.91M in Q1 2014.
  • 1,348 funds tracked by Wall St. Rank held Hershey as of Q4 2023.

Based on Jag Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.