LNC
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Lincoln National Corp’s Hershey HSY Stock Holding History

Lincoln National Corp’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
2024
Q2 		– Sell
-3,933
Closed -$765K – 498
2024
Q1 		$765K Buy
3,933
+83
+2% +$16K 0.01% 599
2023
Q4 		$718K Buy
3,850
+221
+6% +$41.9K 0.01% 550
2023
Q3 		$726K Buy
3,629
+1,607
+79% +$360K 0.01% 491
2023
Q2 		$505K Sell
2,022
-42
-2% -$11K 0.01% 604
2023
Q1 		$525K Buy
2,064
+256
+14% +$60.1K 0.01% 567
2022
Q4 		$419K Sell
1,808
-435
-19% -$100K 0.01% 587
2022
Q3 		$494K Buy
2,243
+1
+0% +$224 0.01% 497
2022
Q2 		$482K Sell
2,242
-24
-1% -$5.23K 0.01% 487
2022
Q1 		$491K Sell
2,266
-8
-0.4% -$1.63K 0.01% 528
2021
Q4 		$440K Sell
2,274
-69
-3% -$12.5K 0.01% 566
2021
Q3 		$397K Buy
2,343
+78
+3% +$13.8K 0.01% 579
2021
Q2 		$394K Buy
2,265
+30
+1% +$5.05K 0.01% 566
2021
Q1 		$354K Buy
2,235
+71
+3% +$10.7K 0.01% 560
2020
Q4 		$330K Buy
2,164
+201
+10% +$29.7K 0.01% 544
2020
Q3 		$281K Buy
+1,963
New +$278K 0.01% 529

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lincoln National Corp's HSY Position: Q2 2024 in Review

Lincoln National Corp sold out of Hershey (HSY) in Q2 2024, closing a stake of 3,933 shares — an estimated $765K sold.

Lincoln National Corp first reported a position in HSY in Q3 2020 and held it in 15 quarters. The position peaked at $765K in Q1 2024. 1,382 funds tracked by Wall St. Rank hold HSY as of Q2 2024.

  • Lincoln National Corp reported no remaining Hershey position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 3,933 Hershey shares in Q2 2024, an estimated $765K.
  • Lincoln National Corp first reported a position in Hershey in Q3 2020 and held it in 15 quarters.
  • Lincoln National Corp's Hershey position peaked at $765K in Q1 2024.
  • 1,382 funds tracked by Wall St. Rank held Hershey as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.