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Next Financial Group’s Hershey HSY Stock Holding History

Next Financial Group’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 		$509K Sell
2,635
-313
-11% -$56.7K 0.03% 539
2021
Q3 		$498K Sell
2,948
-338
-10% -$59.7K 0.04% 468
2021
Q2 		$572K Buy
3,286
+1,877
+133% +$316K 0.05% 409
2021
Q1 		$223K Hold
1,409
– – 0.02% 729
2020
Q4 		$215K Sell
1,409
-19
-1% -$2.81K 0.02% 694
2020
Q3 		$205K Sell
1,428
-3,539
-71% -$502K 0.02% 610
2020
Q2 		$644K Buy
4,967
+1,431
+40% +$192K 0.08% 252
2020
Q1 		$469K Buy
3,536
+1,268
+56% +$187K 0.06% 289
2019
Q4 		$333K Sell
2,268
-515
-19% -$76.4K 0.03% 484
2019
Q3 		$431K Buy
2,783
+116
+4% +$17.5K 0.05% 392
2019
Q2 		$357K Buy
2,667
+2,313
+653% +$294K 0.04% 451
2019
Q1 		$41K Sell
354
-200
-36% -$21.8K 0.01% 783
2018
Q4 		$59K Buy
554
+20
+4% +$2.13K 0.01% 757
2018
Q3 		$54K Buy
+534
New +$52.8K 0.03% 523
2017
Q4 		– Sell
-1,146
Closed -$126K – 749
2017
Q3 		$126K Buy
1,146
+275
+32% +$29.3K 0.04% 427
2017
Q2 		$94K Buy
871
+150
+21% +$16.5K 0.02% 563
2017
Q1 		$78K Sell
721
-504
-41% -$54K 0.02% 575
2016
Q4 		$127K Hold
1,225
– – 0.02% 610
2016
Q3 		$117K Buy
1,225
+504
+70% +$53.3K 0.02% 608
2016
Q2 		$81K Sell
721
-164
-19% -$15.4K 0.03% 520
2016
Q1 		$81K Hold
885
– – 0.03% 484
2015
Q4 		$79K Sell
885
-37
-4% -$3.32K 0.03% 496
2015
Q3 		$84K Buy
922
+83
+10% +$7.56K 0.03% 480
2015
Q2 		$74K Buy
839
+1
+0.1% +$94 0.03% 556
2015
Q1 		$84K Sell
838
-30
-3% -$3.13K 0.03% 513
2014
Q4 		$90K Sell
868
-910
-51% -$88.6K 0.03% 490
2014
Q3 		$170K Buy
1,778
+1,374
+340% +$127K 0.03% 500
2014
Q2 		$37K Buy
+404
New +$39.6K 0.02% 422

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Next Financial Group's HSY Position: Q4 2021 in Review

Next Financial Group reduced its Hershey (HSY) stake by 11% in Q4 2021, selling an estimated $56.7K and leaving 2,635 shares worth $509K. The position accounts for 0.03% of the portfolio, ranked #539.

Next Financial Group first reported a position in HSY in Q2 2014 and has held it in 28 quarters since. The position peaked at $644K in Q2 2020. 1,137 funds tracked by Wall St. Rank hold HSY as of Q4 2021.

  • Next Financial Group held 2,635 shares of Hershey worth $509K as of Q4 2021.
  • Next Financial Group sold 313 Hershey shares in Q4 2021, an estimated $56.7K.
  • Hershey made up 0.03% of Next Financial Group's portfolio in Q4 2021, its #539 holding.
  • Next Financial Group first reported a position in Hershey in Q2 2014 and has held it in 28 quarters since.
  • Next Financial Group's Hershey position peaked at $644K in Q2 2020.
  • 1,137 funds tracked by Wall St. Rank held Hershey as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.