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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
2023
Q4 		– Sell
-21,800
Closed -$4.36M – 811
2023
Q3 		$4.36M Buy
21,800
+2,000
+10% +$448K 0.15% 119
2023
Q2 		$4.94M Buy
19,800
+12,500
+171% +$3.28M 0.18% 101
2023
Q1 		$1.86M Buy
+7,300
New +$1.72M 0.07% 255
2022
Q4 		– Sell
-3,700
Closed -$816K – 1027
2022
Q3 		$816K Buy
+3,700
New +$829K 0.04% 376
2020
Q1 		– Sell
-9,100
Closed -$1.34M – 1600
2019
Q4 		$1.34M Sell
9,100
-31,800
-78% -$4.71M 0.02% 804
2019
Q3 		$6.34M Buy
+40,900
New +$6.18M 0.13% 125
2018
Q1 		– Sell
-20,000
Closed -$2.27M – 2078
2017
Q4 		$2.27M Buy
+20,000
New +$2.2M 0.03% 613

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

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.