Jefferies Group’s Hershey HSY Stock Holding History

Jefferies Group’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
2020 Q2	–	Sell	-19,500	Closed	-$2.58M	–	1641
2020 Q1	$2.58M	Buy	19,500 +10,800	+124%	+$1.59M	0.03%	555
2019 Q4	$1.28M	Sell	8,700 -27,900	-76%	-$4.14M	0.01%	1320
2019 Q3	$5.67M	Buy	36,600 +32,700	+838%	+$4.94M	0.04%	458
2019 Q2	$523K	Buy	+3,900	New	+$495K	﹤0.01%	1648
2017 Q1	–	Sell	-277,700	Closed	-$28.7M	–	2483
2016 Q4	$28.7M	Buy	277,700 +20,000	+8%	+$1.97M	0.16%	94
2016 Q3	$24.6M	Buy	257,700 +199,500	+343%	+$21.1M	0.13%	126
2016 Q2	$6.61M	Sell	58,200 -455,200	-89%	-$42.6M	0.03%	401
2016 Q1	$47.3M	Buy	513,400 +10,100	+2%	+$901K	0.27%	43
2015 Q4	$44.9M	Buy	+503,300	New	+$45.1M	0.26%	67
2013 Q4	–	Sell	-23,200	Closed	-$2.15M	–	2049
2013 Q3	$2.15M	Hold	23,200	–	–	0.02%	572
2013 Q2	$2.07M	Buy	+23,200	New	+$2.05M	0.02%	492

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jefferies Group's HSY Position: Q3 2022 in Review

Jefferies Group opened a new position in Hershey (HSY) in Q3 2022: 2,746 shares worth $605K. The stake represents 0.01% of the portfolio and ranks #975 among its holdings. This is a return to the name: Jefferies Group previously reported a position in HSY as recently as Q1 2022.

Jefferies Group first reported a position in HSY in Q2 2013 and has held it in 28 quarters since. The position peaked at $12.3M in Q3 2016. 1,227 funds tracked by Wall St. Rank hold HSY as of Q3 2022.

Jefferies Group held 2,746 shares of Hershey worth $605K as of Q3 2022.
Hershey was a new Jefferies Group position in Q3 2022.
Hershey made up 0.01% of Jefferies Group's portfolio in Q3 2022, its #975 holding.
Jefferies Group first reported a position in Hershey in Q2 2013 and has held it in 28 quarters since.
Jefferies Group's Hershey position peaked at $12.3M in Q3 2016.
1,227 funds tracked by Wall St. Rank held Hershey as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.