Perpetual Ltd’s Hershey HSY Stock Holding History

Perpetual Ltd’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 Q3	–	Sell	-900	Closed	-$225K	–	475
2023 Q2	$225K	Hold	900	–	–	﹤0.01%	449
2023 Q1	$229K	Buy	+900	New	+$211K	﹤0.01%	473
2020 Q3	$129K	Hold	900	–	–	0.01%	302
2020 Q2	$117K	Buy	+900	New	+$121K	0.01%	220

Other funds holding HSY

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

HTC

Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Perpetual Ltd's HSY Position: Q3 2023 in Review

Perpetual Ltd sold out of Hershey (HSY) in Q3 2023, closing a stake of 900 shares — an estimated $225K sold.

Perpetual Ltd first reported a position in HSY in Q2 2020 and held it in 4 quarters. The position peaked at $229K in Q1 2023. 1,297 funds tracked by Wall St. Rank hold HSY as of Q3 2023.

Perpetual Ltd reported no remaining Hershey position as of Q3 2023 after selling out during the quarter.
Perpetual Ltd sold 900 Hershey shares in Q3 2023, an estimated $225K.
Perpetual Ltd first reported a position in Hershey in Q2 2020 and held it in 4 quarters.
Perpetual Ltd's Hershey position peaked at $229K in Q1 2023.
1,297 funds tracked by Wall St. Rank held Hershey as of Q3 2023.

Based on Perpetual Ltd's 13F filing for Q3 2023, filed 10 Oct 2023.