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Private Capital Group’s Hershey HSY Stock Holding History

Private Capital Group’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
Q2 		$54K Sell
253
-425
-63% -$92.6K 0.04% 453
2022
Q1 		$147K Hold
678
– – 0.03% 295
2021
Q4 		$131K Sell
678
-91
-12% -$16.5K 0.03% 338
2021
Q3 		$130K Sell
769
-12
-2% -$2.12K 0.03% 331
2021
Q2 		$136K Buy
781
+92
+13% +$15.5K 0.03% 313
2021
Q1 		$109K Sell
689
-113
-14% -$17K 0.03% 363
2020
Q4 		$122K Buy
802
+227
+39% +$33.6K 0.02% 436
2020
Q3 		$82K Sell
575
-178
-24% -$25.2K 0.02% 513
2020
Q2 		$98K Buy
753
+43
+6% +$5.78K 0.02% 452
2020
Q1 		$94K Sell
710
-766
-52% -$113K 0.02% 417
2019
Q4 		$216K Hold
1,476
– – 0.05% 252
2019
Q3 		$229K Sell
1,476
-80
-5% -$12.1K 0.04% 263
2019
Q2 		$145K Buy
1,556
+81
+5% +$10.3K 0.03% 285
2019
Q1 		$169K Sell
1,475
-169
-10% -$18.4K 0.03% 320
2018
Q4 		$176K Buy
1,644
+51
+3% +$5.42K 0.04% 253
2018
Q3 		$162K Sell
1,593
-132
-8% -$13K 0.03% 294
2018
Q2 		$160K Sell
1,725
-144
-8% -$13.4K 0.03% 291
2018
Q1 		$185K Buy
1,869
+852
+84% +$88K 0.04% 256
2017
Q4 		$115 Buy
+1,017
New +$112K 0.03% 362

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Private Capital Group's HSY Position: Q2 2022 in Review

Private Capital Group reduced its Hershey (HSY) stake by 63% in Q2 2022, selling an estimated $92.6K and leaving 253 shares worth $54K. The position accounts for 0.04% of the portfolio, ranked #453.

Private Capital Group first reported a position in HSY in Q4 2017 and has held it in 19 quarters since. The position peaked at $229K in Q3 2019. 1,211 funds tracked by Wall St. Rank hold HSY as of Q2 2022.

  • Private Capital Group held 253 shares of Hershey worth $54K as of Q2 2022.
  • Private Capital Group sold 425 Hershey shares in Q2 2022, an estimated $92.6K.
  • Hershey made up 0.04% of Private Capital Group's portfolio in Q2 2022, its #453 holding.
  • Private Capital Group first reported a position in Hershey in Q4 2017 and has held it in 19 quarters since.
  • Private Capital Group's Hershey position peaked at $229K in Q3 2019.
  • 1,211 funds tracked by Wall St. Rank held Hershey as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.