MFM
HSY icon

MD Financial Management’s Hershey HSY Stock Holding History

MD Financial 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
2021
Q4 		$3.67M Sell
18,961
-688
-4% -$125K 0.09% 79
2021
Q3 		$3.33M Buy
19,649
+2,112
+12% +$373K 0.08% 76
2021
Q2 		$3.06M Buy
+17,537
New +$2.95M 0.09% 78

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 $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MD Financial Management's HSY Position: Q4 2021 in Review

MD Financial Management reduced its Hershey (HSY) stake by 3.5% in Q4 2021, selling an estimated $125K and leaving 18,961 shares worth $3.67M. The position accounts for 0.09% of the portfolio, ranked #79.

MD Financial Management first reported a position in HSY in Q2 2021 and has held it in 3 quarters since. 1,137 funds tracked by Wall St. Rank hold HSY as of Q4 2021.

  • MD Financial Management held 18,961 shares of Hershey worth $3.67M as of Q4 2021.
  • MD Financial Management sold 688 Hershey shares in Q4 2021, an estimated $125K.
  • Hershey made up 0.09% of MD Financial Management's portfolio in Q4 2021, its #79 holding.
  • MD Financial Management first reported a position in Hershey in Q2 2021 and has held it in 3 quarters since.
  • 1,137 funds tracked by Wall St. Rank held Hershey as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.