MLM
Mount Lucas Management’s Hershey HSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,949
| Closed | -$1.74M | – | 172 |
|
|
2024
Q1 | $1.74M | Sell |
8,949
-670
| -7% | -$130K | 0.48% | 71 |
|
|
2023
Q4 | $1.79M | Buy |
9,619
+57
| +0.6% | +$10.6K | 0.52% | 68 |
|
|
2023
Q3 | $1.91M | Sell |
9,562
-103
| -1% | -$20.6K | 0.68% | 63 |
|
|
2023
Q2 | $2.41M | Sell |
9,665
-3,360
| -26% | -$839K | 0.81% | 51 |
|
|
2023
Q1 | $3.31M | Buy |
13,025
+509
| +4% | +$129K | 0.87% | 21 |
|
|
2022
Q4 | $2.9M | Sell |
12,516
-157
| -1% | -$36.4K | 0.95% | 38 |
|
|
2022
Q3 | $2.79M | Sell |
12,673
-249
| -2% | -$54.9K | 0.96% | 21 |
|
|
2022
Q2 | $2.78M | Buy |
+12,922
| New | +$2.78M | 0.93% | 27 |
|
|
2020
Q4 | – | Sell |
-11,984
| Closed | -$1.72M | – | 121 |
|
|
2020
Q3 | $1.72M | Sell |
11,984
-844
| -7% | -$121K | 0.36% | 53 |
|
|
2020
Q2 | $1.66M | Sell |
12,828
-479
| -4% | -$62.1K | 0.33% | 45 |
|
|
2020
Q1 | $1.76M | Buy |
13,307
+3,438
| +35% | +$455K | 0.36% | 29 |
|
|
2019
Q4 | $1.45M | Sell |
9,869
-3,147
| -24% | -$463K | 0.29% | 75 |
|
|
2019
Q3 | $2.02M | Buy |
+13,016
| New | +$2.02M | 0.36% | 65 |
|
|
2014
Q1 | – | Sell |
-34,498
| Closed | -$3.35M | – | 95 |
|
|
2013
Q4 | $3.35M | Sell |
34,498
-965
| -3% | -$93.8K | 0.73% | 37 |
|
|
2013
Q3 | $3.28M | Buy |
35,463
+2,535
| +8% | +$234K | 0.72% | 39 |
|
|
2013
Q2 | $2.94M | Buy |
+32,928
| New | +$2.94M | 0.67% | 24 |
|