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Mount Lucas Management’s Hershey HSY Stock Holding History

Mount Lucas 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
2024
Q2 		– Sell
-8,949
Closed -$1.74M – 173
2024
Q1 		$1.74M Sell
8,949
-670
-7% -$129K 0.48% 73
2023
Q4 		$1.79M Buy
9,619
+57
+0.6% +$10.8K 0.52% 71
2023
Q3 		$1.91M Sell
9,562
-103
-1% -$23.1K 0.68% 65
2023
Q2 		$2.41M Sell
9,665
-3,360
-26% -$881K 0.81% 53
2023
Q1 		$3.31M Buy
13,025
+509
+4% +$120K 0.87% 25
2022
Q4 		$2.9M Sell
12,516
-157
-1% -$36.2K 0.95% 38
2022
Q3 		$2.79M Sell
12,673
-249
-2% -$55.8K 0.96% 21
2022
Q2 		$2.78M Buy
+12,922
New +$2.82M 0.93% 27
2020
Q4 		– Sell
-11,984
Closed -$1.72M – 123
2020
Q3 		$1.72M Sell
11,984
-844
-7% -$120K 0.36% 54
2020
Q2 		$1.66M Sell
12,828
-479
-4% -$64.4K 0.33% 45
2020
Q1 		$1.76M Buy
13,307
+3,438
+35% +$507K 0.36% 29
2019
Q4 		$1.45M Sell
9,869
-3,147
-24% -$467K 0.29% 75
2019
Q3 		$2.02M Buy
+13,016
New +$1.97M 0.36% 65
2014
Q1 		– Sell
-34,498
Closed -$3.35M – 97
2013
Q4 		$3.35M Sell
34,498
-965
-3% -$92.8K 0.73% 37
2013
Q3 		$3.28M Buy
35,463
+2,535
+8% +$236K 0.72% 39
2013
Q2 		$2.94M Buy
+32,928
New +$2.91M 0.67% 25

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return