M&G Investment Management’s Hershey HSY Stock Holding History

M&G Investment 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
2023 Q4	$7.76M	Buy	+41,740	New	+$7.91M	0.03%	248
2020 Q4	–	Sell	-5,408	Closed	-$773K	–	470
2020 Q3	$773K	Buy	+5,408	New	+$767K	0.01%	315
2020 Q2	–	Sell	-9,722	Closed	-$1.29M	–	427
2020 Q1	$1.29M	Buy	9,722 +6,702	+222%	+$989K	0.02%	270
2019 Q4	$444K	Buy	+3,020	New	+$448K	﹤0.01%	372

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

HTC

Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

M&G Investment Management's HSY Position: Q4 2023 in Review

M&G Investment Management opened a new position in Hershey (HSY) in Q4 2023: 41,740 shares worth $7.76M. The stake represents 0.03% of the portfolio and ranks #248 among its holdings. This is a return to the name: M&G Investment Management previously reported a position in HSY as recently as Q3 2020.

M&G Investment Management first reported a position in HSY in Q4 2019 and has held it in 4 quarters since. 1,347 funds tracked by Wall St. Rank hold HSY as of Q4 2023.

M&G Investment Management held 41,740 shares of Hershey worth $7.76M as of Q4 2023.
Hershey was a new M&G Investment Management position in Q4 2023.
Hershey made up 0.03% of M&G Investment Management's portfolio in Q4 2023, its #248 holding.
M&G Investment Management first reported a position in Hershey in Q4 2019 and has held it in 4 quarters since.
1,347 funds tracked by Wall St. Rank held Hershey as of Q4 2023.

Based on M&G Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.