Parnassus Investments
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Parnassus Investments’s Hershey HSY Stock Holding History

Parnassus Investments’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
-1,328
Closed -$266K – 137
2023
Q3 		$266K Buy
1,328
+52
+4% +$11.6K ﹤0.01% 134
2023
Q2 		$319K Hold
1,276
– – ﹤0.01% 129
2023
Q1 		$325K Buy
1,276
+361
+39% +$84.8K ﹤0.01% 128
2022
Q4 		$212K Buy
+915
New +$211K ﹤0.01% 135

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Parnassus Investments's HSY Position: Q4 2023 in Review

Parnassus Investments sold out of Hershey (HSY) in Q4 2023, closing a stake of 1,328 shares — an estimated $266K sold.

Parnassus Investments first reported a position in HSY in Q4 2022 and held it in 4 quarters. The position peaked at $325K in Q1 2023. 1,348 funds tracked by Wall St. Rank hold HSY as of Q4 2023.

  • Parnassus Investments reported no remaining Hershey position as of Q4 2023 after selling out during the quarter.
  • Parnassus Investments sold 1,328 Hershey shares in Q4 2023, an estimated $266K.
  • Parnassus Investments first reported a position in Hershey in Q4 2022 and held it in 4 quarters.
  • Parnassus Investments's Hershey position peaked at $325K in Q1 2023.
  • 1,348 funds tracked by Wall St. Rank held Hershey as of Q4 2023.

Based on Parnassus Investments's 13F filing for Q4 2023, filed 12 Feb 2024.