McKinley Capital Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-23,427
| Closed | -$5.85M | – | 166 |
|
2023
Q2 | $5.85M | Sell |
23,427
-1,832
| -7% | -$457K | 0.78% | 38 |
|
2023
Q1 | $6.43M | Sell |
25,259
-3,160
| -11% | -$804K | 0.85% | 34 |
|
2022
Q4 | $6.58M | Sell |
28,419
-382
| -1% | -$88.5K | 0.88% | 34 |
|
2022
Q3 | $6.35M | Sell |
28,801
-127
| -0.4% | -$28K | 0.86% | 27 |
|
2022
Q2 | $6.22M | Buy |
28,928
+1,729
| +6% | +$372K | 0.81% | 31 |
|
2022
Q1 | $5.89M | Buy |
+27,199
| New | +$5.89M | 0.59% | 59 |
|
2014
Q2 | – | Sell |
-18,150
| Closed | -$1.9M | – | 365 |
|
2014
Q1 | $1.9M | Sell |
18,150
-6,241
| -26% | -$652K | 0.08% | 180 |
|
2013
Q4 | $2.37M | Sell |
24,391
-5,889
| -19% | -$573K | 0.09% | 176 |
|
2013
Q3 | $2.8M | Hold |
30,280
| – | – | 0.12% | 156 |
|
2013
Q2 | $2.7M | Buy |
+30,280
| New | +$2.7M | 0.14% | 143 |
|