Loomis, Sayles & Company’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-96
| Closed | -$16K | – | 760 |
|
|
2025
Q1 | $16K | Buy |
96
+10
| +12% | +$1.64K | ﹤0.01% | 704 |
|
|
2024
Q4 | $15K | Sell |
86
-240
| -74% | -$43K | ﹤0.01% | 697 |
|
|
2024
Q3 | $63K | Buy |
326
+26
| +9% | +$5.05K | ﹤0.01% | 606 |
|
|
2024
Q2 | $55K | Buy |
+300
| New | +$58K | ﹤0.01% | 623 |
|
|
2024
Q1 | – | Sell |
-82
| Closed | -$15K | – | 821 |
|
|
2023
Q4 | $15K | Buy |
82
+39
| +91% | +$7.39K | ﹤0.01% | 721 |
|
|
2023
Q3 | $9K | Hold |
43
| – | – | ﹤0.01% | 804 |
|
|
2023
Q2 | $11K | Sell |
43
-12
| -22% | -$3.15K | ﹤0.01% | 717 |
|
|
2023
Q1 | $14K | Sell |
55
-160
| -74% | -$37.6K | ﹤0.01% | 766 |
|
|
2022
Q4 | $50K | Buy |
215
+194
| +924% | +$44.7K | ﹤0.01% | 612 |
|
|
2022
Q3 | $5K | Sell |
21
-5
| -19% | -$1.12K | ﹤0.01% | 682 |
|
|
2022
Q2 | $6K | Sell |
26
-4
| -13% | -$872 | ﹤0.01% | 714 |
|
|
2022
Q1 | $6K | Buy |
+30
| New | +$6.09K | ﹤0.01% | 771 |
|
|
2021
Q4 | – | Sell |
-55
| Closed | -$9K | – | 830 |
|
|
2021
Q3 | $9K | Buy |
+55
| New | +$9.72K | ﹤0.01% | 834 |
|
|
2020
Q2 | – | Sell |
-94
| Closed | -$12K | – | 713 |
|
|
2020
Q1 | $12K | Sell |
94
-1,058
| -92% | -$156K | ﹤0.01% | 657 |
|
|
2019
Q4 | $169K | Sell |
1,152
-625
| -35% | -$92.7K | ﹤0.01% | 540 |
|
|
2019
Q3 | $275K | Buy |
1,777
+893
| +101% | +$135K | ﹤0.01% | 506 |
|
|
2019
Q2 | $118K | Buy |
884
+230
| +35% | +$29.2K | ﹤0.01% | 517 |
|
|
2019
Q1 | $75K | Sell |
654
-623
| -49% | -$67.8K | ﹤0.01% | 555 |
|
|
2018
Q4 | $137K | Buy |
+1,277
| New | +$136K | ﹤0.01% | 592 |
|
|
2018
Q3 | – | Sell |
-3,619
| Closed | -$337K | – | 913 |
|
|
2018
Q2 | $337K | Sell |
3,619
-4,622
| -56% | -$431K | ﹤0.01% | 589 |
|
|
2018
Q1 | $816K | Buy |
8,241
+3,370
| +69% | +$348K | ﹤0.01% | 574 |
|
|
2017
Q4 | $553K | Hold |
4,871
| – | – | ﹤0.01% | 577 |
|
|
2017
Q3 | $532K | Hold |
4,871
| – | – | ﹤0.01% | 583 |
|
|
2017
Q2 | $523K | Hold |
4,871
| – | – | ﹤0.01% | 570 |
|
|
2017
Q1 | $532K | Sell |
4,871
-229
| -4% | -$24.6K | ﹤0.01% | 604 |
|
|
2016
Q4 | $527K | Buy |
5,100
+310
| +6% | +$30.6K | ﹤0.01% | 637 |
|
|
2016
Q3 | $458K | Sell |
4,790
-634
| -12% | -$67.1K | ﹤0.01% | 624 |
|
|
2016
Q2 | $616K | Buy |
5,424
+284
| +6% | +$26.6K | ﹤0.01% | 600 |
|
|
2016
Q1 | $473K | Buy |
5,140
+1,253
| +32% | +$112K | ﹤0.01% | 614 |
|
|
2015
Q4 | $347K | Buy |
3,887
+654
| +20% | +$58.7K | ﹤0.01% | 643 |
|
|
2015
Q3 | $297K | Buy |
3,233
+1,233
| +62% | +$112K | ﹤0.01% | 670 |
|
|
2015
Q2 | $178K | Buy |
+2,000
| New | +$189K | ﹤0.01% | 647 |
|
|
2013
Q4 | – | Sell |
-29,408
| Closed | -$2.72M | – | 773 |
|
|
2013
Q3 | $2.72M | Buy |
29,408
+326
| +1% | +$30.4K | 0.01% | 571 |
|
|
2013
Q2 | $2.6K | Buy |
+29,082
| New | +$2.57M | 0.01% | 559 |
|
Other funds holding HSY
HTC