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Newfound Research’s Hershey HSY Stock Holding History

Newfound Research’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
2022
Q2 		– Sell
-564
Closed -$122K – 139
2022
Q1 		$122K Sell
564
-261
-32% -$53K 0.16% 79
2021
Q4 		$160K Buy
825
+158
+24% +$28.6K 0.19% 24
2021
Q3 		$113K Buy
667
+132
+25% +$23.3K 0.18% 37
2021
Q2 		$93K Buy
535
+9
+2% +$1.52K 0.18% 28
2021
Q1 		$83K Sell
526
-283
-35% -$42.6K 0.19% 28
2020
Q4 		$123K Buy
+809
New +$120K 0.32% 46

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Newfound Research's HSY Position: Q2 2022 in Review

Newfound Research sold out of Hershey (HSY) in Q2 2022, closing a stake of 564 shares — an estimated $122K sold.

Newfound Research first reported a position in HSY in Q4 2020 and held it in 6 quarters. The position peaked at $160K in Q4 2021. 1,211 funds tracked by Wall St. Rank hold HSY as of Q2 2022.

  • Newfound Research reported no remaining Hershey position as of Q2 2022 after selling out during the quarter.
  • Newfound Research sold 564 Hershey shares in Q2 2022, an estimated $122K.
  • Newfound Research first reported a position in Hershey in Q4 2020 and held it in 6 quarters.
  • Newfound Research's Hershey position peaked at $160K in Q4 2021.
  • 1,211 funds tracked by Wall St. Rank held Hershey as of Q2 2022.

Based on Newfound Research's 13F filing for Q2 2022, filed 15 Jul 2022.