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Personal Capital Advisors’s Hershey HSY Stock Holding History

Personal Capital Advisors’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
2022
Q4 		$218K Sell
943
-157
-14% -$36.2K ﹤0.01% 449
2022
Q3 		$243K Buy
+1,100
New +$247K ﹤0.01% 404
2021
Q2 		– Sell
-2,965
Closed -$469K – 495
2021
Q1 		$469K Buy
2,965
+57
+2% +$8.58K ﹤0.01% 313
2020
Q4 		$443K Buy
+2,908
New +$430K ﹤0.01% 318
2016
Q3 		– Sell
-193,302
Closed -$21.9M – 181
2016
Q2 		$21.9M Buy
193,302
+23,181
+14% +$2.17M 0.84% 17
2016
Q1 		$15.7M Buy
170,121
+33,366
+24% +$2.98M 0.72% 43
2015
Q4 		$12.2M Buy
136,755
+6,173
+5% +$554K 0.67% 51
2015
Q3 		$12M Buy
130,582
+17,016
+15% +$1.55M 0.79% 37
2015
Q2 		$10.2M Buy
113,566
+19,493
+21% +$1.84M 0.71% 53
2015
Q1 		$9.49M Buy
94,073
+16,067
+21% +$1.68M 0.77% 38
2014
Q4 		$8.11M Buy
78,006
+14,164
+22% +$1.38M 0.83% 39
2014
Q3 		$6.09M Buy
63,842
+15,616
+32% +$1.45M 0.78% 43
2014
Q2 		$4.7M Buy
48,226
+12,400
+35% +$1.22M 0.78% 64
2014
Q1 		$3.74M Buy
35,826
+8,968
+33% +$917K 0.84% 38
2013
Q4 		$2.61M Buy
+26,858
New +$2.58M 0.83% 53

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Personal Capital Advisors's HSY Position: Q4 2022 in Review

Personal Capital Advisors reduced its Hershey (HSY) stake by 14% in Q4 2022, selling an estimated $36.2K and leaving 943 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Personal Capital Advisors first reported a position in HSY in Q4 2013 and has held it in 15 quarters since. The position peaked at $21.9M in Q2 2016. 1,292 funds tracked by Wall St. Rank hold HSY as of Q4 2022.

  • Personal Capital Advisors held 943 shares of Hershey worth $218K as of Q4 2022.
  • Personal Capital Advisors sold 157 Hershey shares in Q4 2022, an estimated $36.2K.
  • Hershey made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #449 holding.
  • Personal Capital Advisors first reported a position in Hershey in Q4 2013 and has held it in 15 quarters since.
  • Personal Capital Advisors's Hershey position peaked at $21.9M in Q2 2016.
  • 1,292 funds tracked by Wall St. Rank held Hershey as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.