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Rational Advisors’s Hershey HSY Stock Holding History

Rational 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
2023
Q3 		– Sell
-6,025
Closed -$1.5M – 294
2023
Q2 		$1.5M Buy
6,025
+875
+17% +$230K 0.12% 74
2023
Q1 		$1.31M Sell
5,150
-2,402
-32% -$564K 0.11% 79
2022
Q4 		$1.75M Sell
7,552
-1,623
-18% -$374K 0.14% 53
2022
Q3 		$2.02M Buy
9,175
+138
+2% +$30.9K 0.16% 46
2022
Q2 		$1.94M Buy
9,037
+2,338
+35% +$510K 0.14% 50
2022
Q1 		$1.45M Sell
6,699
-2,849
-30% -$579K 0.09% 66
2021
Q4 		$1.85M Buy
9,548
+1,509
+19% +$273K 0.11% 69
2021
Q3 		$1.36M Buy
+8,039
New +$1.42M 0.11% 76
2020
Q4 		– Sell
-585
Closed -$83K – 389
2020
Q3 		$83K Buy
585
+297
+103% +$42.1K 0.04% 171
2020
Q2 		$37K Buy
+288
New +$38.7K 0.02% 207
2020
Q1 		– Sell
-979
Closed -$144K – 329
2019
Q4 		$144K Sell
979
-4,766
-83% -$707K 0.07% 234
2019
Q3 		$890K Buy
5,745
+3,837
+201% +$579K 0.34% 93
2019
Q2 		$256K Sell
1,908
-7,624
-80% -$969K 0.09% 188
2019
Q1 		$1.09M Buy
9,532
+9,483
+19,353% +$1.03M 0.3% 97
2018
Q4 		$5K Buy
49
+4
+9% +$425 ﹤0.01% 427
2018
Q3 		$5K Sell
45
-1,899
-98% -$188K ﹤0.01% 426
2018
Q2 		$181K Sell
1,944
-762
-28% -$71.1K 0.09% 201
2018
Q1 		$268K Sell
2,706
-711
-21% -$73.5K 0.13% 187
2017
Q4 		$388K Buy
3,417
+700
+26% +$77K 0.2% 150
2017
Q3 		$296K Buy
2,717
+900
+50% +$95.9K 0.16% 141
2017
Q2 		$195K Hold
1,817
– – 0.12% 191
2017
Q1 		$199K Buy
1,817
+227
+14% +$24.3K 0.13% 163
2016
Q4 		$166K Buy
+1,590
New +$157K 0.16% 132

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
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

Rational Advisors's HSY Position: Q3 2023 in Review

Rational Advisors sold out of Hershey (HSY) in Q3 2023, closing a stake of 6,025 shares — an estimated $1.5M sold.

Rational Advisors first reported a position in HSY in Q4 2016 and held it in 23 quarters. The position peaked at $2.02M in Q3 2022. 1,297 funds tracked by Wall St. Rank hold HSY as of Q3 2023.

  • Rational Advisors reported no remaining Hershey position as of Q3 2023 after selling out during the quarter.
  • Rational Advisors sold 6,025 Hershey shares in Q3 2023, an estimated $1.5M.
  • Rational Advisors first reported a position in Hershey in Q4 2016 and held it in 23 quarters.
  • Rational Advisors's Hershey position peaked at $2.02M in Q3 2022.
  • 1,297 funds tracked by Wall St. Rank held Hershey as of Q3 2023.

Based on Rational Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.