PRS
HSY icon

Pinkerton Retirement Specialists’s Hershey HSY Stock Holding History

Pinkerton Retirement Specialists’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
-8,216
Closed -$2.05M – 148
2023
Q2 		$2.05M Sell
8,216
-944
-10% -$248K 0.41% 70
2023
Q1 		$2.33M Sell
9,160
-464
-5% -$109K 0.44% 65
2022
Q4 		$2.23M Buy
9,624
+4,618
+92% +$1.06M 0.48% 56
2022
Q3 		$1.1M Buy
+5,006
New +$1.12M 0.43% 62
2017
Q1 		– Sell
-87
Closed -$9K – 292
2016
Q4 		$9K Hold
87
– – ﹤0.01% 406
2016
Q3 		$8K Hold
87
– – ﹤0.01% 418
2016
Q2 		$10K Buy
+87
New +$8.14K 0.01% 397

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 $3.38T AUM 44.17% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Pinkerton Retirement Specialists's HSY Position: Q3 2023 in Review

Pinkerton Retirement Specialists sold out of Hershey (HSY) in Q3 2023, closing a stake of 8,216 shares — an estimated $2.05M sold.

Pinkerton Retirement Specialists first reported a position in HSY in Q2 2016 and held it in 7 quarters. The position peaked at $2.33M in Q1 2023. 1,297 funds tracked by Wall St. Rank hold HSY as of Q3 2023.

  • Pinkerton Retirement Specialists reported no remaining Hershey position as of Q3 2023 after selling out during the quarter.
  • Pinkerton Retirement Specialists sold 8,216 Hershey shares in Q3 2023, an estimated $2.05M.
  • Pinkerton Retirement Specialists first reported a position in Hershey in Q2 2016 and held it in 7 quarters.
  • Pinkerton Retirement Specialists's Hershey position peaked at $2.33M in Q1 2023.
  • 1,297 funds tracked by Wall St. Rank held Hershey as of Q3 2023.

Based on Pinkerton Retirement Specialists's 13F filing for Q3 2023, filed 13 Nov 2023.