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HSY icon

Keel Point’s Hershey HSY Stock Holding History

Keel Point’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
2021
Q3 		– Sell
-1,151
Closed -$200K – 280
2021
Q2 		$200K Sell
1,151
-139
-11% -$23.4K 0.02% 259
2021
Q1 		$204K Sell
1,290
-370
-22% -$55.7K 0.02% 263
2020
Q4 		$253K Sell
1,660
-253
-13% -$37.4K 0.02% 211
2020
Q3 		$274K Buy
1,913
+115
+6% +$16.3K 0.02% 178
2020
Q2 		$233K Sell
1,798
-27
-1% -$3.63K 0.02% 174
2020
Q1 		$242K Sell
1,825
-53
-3% -$7.82K 0.03% 155
2019
Q4 		$276K Hold
1,878
– – 0.03% 162
2019
Q3 		$291K Sell
1,878
-607
-24% -$91.7K 0.04% 148
2019
Q2 		$333K Sell
2,485
-43
-2% -$5.46K 0.04% 150
2019
Q1 		$290K Buy
2,528
+144
+6% +$15.7K 0.03% 156
2018
Q4 		$255K Buy
+2,384
New +$253K 0.03% 168

Other funds holding HSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Keel Point's HSY Position: Q3 2021 in Review

Keel Point sold out of Hershey (HSY) in Q3 2021, closing a stake of 1,151 shares — an estimated $200K sold.

Keel Point first reported a position in HSY in Q4 2018 and held it in 11 quarters. The position peaked at $333K in Q2 2019. 1,037 funds tracked by Wall St. Rank hold HSY as of Q3 2021.

  • Keel Point reported no remaining Hershey position as of Q3 2021 after selling out during the quarter.
  • Keel Point sold 1,151 Hershey shares in Q3 2021, an estimated $200K.
  • Keel Point first reported a position in Hershey in Q4 2018 and held it in 11 quarters.
  • Keel Point's Hershey position peaked at $333K in Q2 2019.
  • 1,037 funds tracked by Wall St. Rank held Hershey as of Q3 2021.

Based on Keel Point's 13F filing for Q3 2021, filed 4 Nov 2021.