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Kings Point Capital Management’s Hershey HSY Stock Holding History

Kings Point 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
2022
Q1 		$18K Buy
+83
New +$16.9K ﹤0.01% 496
2020
Q1 		– Sell
-407
Closed -$60K – 479
2019
Q4 		$60K Sell
407
-27
-6% -$4K 0.01% 292
2019
Q3 		$67K Buy
434
+353
+436% +$53.3K 0.01% 261
2019
Q2 		$11K Buy
+81
New +$10.3K ﹤0.01% 413
2016
Q3 		– Sell
-2,200
Closed -$250K – 320
2016
Q2 		$250K Sell
2,200
-20,347
-90% -$1.9M 0.06% 107
2016
Q1 		$2.08M Buy
22,547
+2,963
+15% +$264K 0.53% 54
2015
Q4 		$1.75M Buy
19,584
+5,391
+38% +$484K 0.43% 59
2015
Q3 		$1.3M Buy
14,193
+2,701
+24% +$246K 0.34% 65
2015
Q2 		$1.02M Buy
11,492
+6,237
+119% +$588K 0.25% 77
2015
Q1 		$530K Buy
5,255
+4,482
+580% +$468K 0.13% 90
2014
Q4 		$80K Buy
773
+648
+518% +$63.1K 0.02% 164
2014
Q3 		$12K Hold
125
– – ﹤0.01% 299
2014
Q2 		$12K Hold
125
– – ﹤0.01% 310
2014
Q1 		$13K Hold
125
– – ﹤0.01% 248
2013
Q4 		$12K Hold
125
– – ﹤0.01% 245
2013
Q3 		$12K Hold
125
– – ﹤0.01% 251
2013
Q2 		$11K Buy
+125
New +$11K ﹤0.01% 259

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Kings Point Capital Management's HSY Position: Q1 2022 in Review

Kings Point Capital Management opened a new position in Hershey (HSY) in Q1 2022: 83 shares worth $18K. The stake represents ﹤0.01% of the portfolio and ranks #496 among its holdings. This is a return to the name: Kings Point Capital Management previously reported a position in HSY as recently as Q4 2019.

Kings Point Capital Management first reported a position in HSY in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.08M in Q1 2016. 1,191 funds tracked by Wall St. Rank hold HSY as of Q1 2022.

  • Kings Point Capital Management held 83 shares of Hershey worth $18K as of Q1 2022.
  • Hershey was a new Kings Point Capital Management position in Q1 2022.
  • Hershey made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #496 holding.
  • Kings Point Capital Management first reported a position in Hershey in Q2 2013 and has held it in 17 quarters since.
  • Kings Point Capital Management's Hershey position peaked at $2.08M in Q1 2016.
  • 1,191 funds tracked by Wall St. Rank held Hershey as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.