Paloma Partners’s Hershey HSY Stock Holding History

Paloma Partners’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	-39,295	Closed	-$7.64M	–	1344
2024 Q1	$7.64M	Buy	+39,295	New	+$7.58M	0.4%	53
2023 Q4	–	Sell	-34,700	Closed	-$6.94M	–	809
2023 Q3	$6.94M	Buy	34,700 +25,600	+281%	+$5.73M	0.24%	71
2023 Q2	$2.27M	Buy	+9,100	New	+$2.39M	0.08%	230
2022 Q2	–	Sell	-2,900	Closed	-$628K	–	1379
2022 Q1	$628K	Buy	+2,900	New	+$589K	0.02%	623
2021 Q1	–	Sell	-1,600	Closed	-$244K	–	2167
2020 Q4	$244K	Buy	+1,600	New	+$237K	0.01%	1280
2020 Q3	–	Sell	-19,100	Closed	-$2.48M	–	2251
2020 Q2	$2.48M	Buy	+19,100	New	+$2.57M	0.04%	537
2020 Q1	–	Sell	-13,400	Closed	-$1.97M	–	1599
2019 Q4	$1.97M	Sell	13,400 -27,000	-67%	-$4M	0.03%	593
2019 Q3	$6.26M	Buy	+40,400	New	+$6.1M	0.13%	126
2018 Q3	–	Sell	-16,200	Closed	-$1.51M	–	1705
2018 Q2	$1.51M	Buy	+16,200	New	+$1.51M	0.03%	546

Other funds holding HSY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Paloma Partners's HSY Position: Q3 2024 in Review

Paloma Partners sold out of Hershey (HSY) in Q3 2024, closing a stake of 11,506 shares — an estimated $2.12M sold.

Paloma Partners first reported a position in HSY in Q2 2013 and held it in 35 quarters. The position peaked at $5.78M in Q4 2021. 1,395 funds tracked by Wall St. Rank hold HSY as of Q3 2024.

Paloma Partners reported no remaining Hershey position as of Q3 2024 after selling out during the quarter.
Paloma Partners sold 11,506 Hershey shares in Q3 2024, an estimated $2.12M.
Paloma Partners first reported a position in Hershey in Q2 2013 and held it in 35 quarters.
Paloma Partners's Hershey position peaked at $5.78M in Q4 2021.
1,395 funds tracked by Wall St. Rank held Hershey as of Q3 2024.

Based on Paloma Partners's 13F filing for Q3 2024, filed 14 Nov 2024.