MIP
HSY icon

Marietta Investment Partners’s Hershey HSY Stock Holding History

Marietta Investment Partners’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 		– Sell
-23,320
Closed -$4.67M – 162
2023
Q3 		$4.67M Sell
23,320
-9,084
-28% -$2.03M 1.31% 24
2023
Q2 		$8.09M Sell
32,404
-1,573
-5% -$413K 2.1% 8
2023
Q1 		$8.64M Buy
33,977
+800
+2% +$188K 2.41% 8
2022
Q4 		$7.68M Buy
33,177
+1,254
+4% +$289K 2.17% 13
2022
Q3 		$7.31M Buy
31,923
+2,389
+8% +$535K 2.17% 12
2022
Q2 		$6.36M Buy
29,534
+28,122
+1,992% +$6.13M 1.89% 16
2022
Q1 		$306K Buy
+1,412
New +$287K 0.07% 156
2019
Q4 		– Sell
-7,254
Closed -$1.12M – 153
2019
Q3 		$1.12M Buy
+7,254
New +$1.1M 0.39% 61

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Marietta Investment Partners's HSY Position: Q4 2023 in Review

Marietta Investment Partners sold out of Hershey (HSY) in Q4 2023, closing a stake of 23,320 shares — an estimated $4.67M sold.

Marietta Investment Partners first reported a position in HSY in Q3 2019 and held it in 8 quarters. The position peaked at $8.64M in Q1 2023. 1,348 funds tracked by Wall St. Rank hold HSY as of Q4 2023.

  • Marietta Investment Partners reported no remaining Hershey position as of Q4 2023 after selling out during the quarter.
  • Marietta Investment Partners sold 23,320 Hershey shares in Q4 2023, an estimated $4.67M.
  • Marietta Investment Partners first reported a position in Hershey in Q3 2019 and held it in 8 quarters.
  • Marietta Investment Partners's Hershey position peaked at $8.64M in Q1 2023.
  • 1,348 funds tracked by Wall St. Rank held Hershey as of Q4 2023.

Based on Marietta Investment Partners's 13F filing for Q4 2023, filed 13 Feb 2024.