Richard Bernstein Advisors’s Hershey HSY Stock Holding History

Richard Bernstein 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	-10,555	Closed	-$2.64M	–	227
2023 Q2	$2.64M	Hold	10,555	–	–	0.06%	128
2023 Q1	$2.69M	Hold	10,555	–	–	0.06%	133
2022 Q4	$2.44M	Buy	+10,555	New	+$2.43M	0.05%	143
2021 Q1	–	Sell	-29,001	Closed	-$4.42M	–	312
2020 Q4	$4.42M	Hold	29,001	–	–	0.11%	103
2020 Q3	$4.16M	Hold	29,001	–	–	0.12%	87
2020 Q2	$3.76M	Sell	29,001 -17,405	-38%	-$2.34M	0.12%	95
2020 Q1	$6.15M	Hold	46,406	–	–	0.22%	43
2019 Q4	$6.82M	Hold	46,406	–	–	0.22%	53
2019 Q3	$7.19M	Sell	46,406 -5,934	-11%	-$896K	0.24%	49
2019 Q2	$7.01M	Hold	52,340	–	–	0.23%	48
2019 Q1	$6.01M	Buy	+52,340	New	+$5.7M	0.19%	82
2016 Q1	–	Sell	-44,287	Closed	-$3.95M	–	256
2015 Q4	$3.95M	Hold	44,287	–	–	0.51%	76
2015 Q3	$4.07M	Hold	44,287	–	–	0.56%	64
2015 Q2	$3.93M	Hold	44,287	–	–	0.48%	88
2015 Q1	$4.47M	Hold	44,287	–	–	0.59%	66
2014 Q4	$4.6M	Hold	44,287	–	–	0.48%	82
2014 Q3	$4.23M	Hold	44,287	–	–	0.45%	89
2014 Q2	$4.31M	Buy	44,287 +5,033	+13%	+$494K	0.51%	80
2014 Q1	$4.1M	Hold	39,254	–	–	0.58%	66
2013 Q4	$3.82M	Buy	39,254 +11,082	+39%	+$1.07M	0.77%	21
2013 Q3	$2.61M	Hold	28,172	–	–	0.77%	22
2013 Q2	$2.52M	Buy	+28,172	New	+$2.49M	0.83%	23

Other funds holding HSY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Richard Bernstein Advisors's HSY Position: Q3 2023 in Review

Richard Bernstein Advisors sold out of Hershey (HSY) in Q3 2023, closing a stake of 10,555 shares — an estimated $2.64M sold.

Richard Bernstein Advisors first reported a position in HSY in Q2 2013 and held it in 22 quarters. The position peaked at $7.19M in Q3 2019. 1,297 funds tracked by Wall St. Rank hold HSY as of Q3 2023.

Richard Bernstein Advisors reported no remaining Hershey position as of Q3 2023 after selling out during the quarter.
Richard Bernstein Advisors sold 10,555 Hershey shares in Q3 2023, an estimated $2.64M.
Richard Bernstein Advisors first reported a position in Hershey in Q2 2013 and held it in 22 quarters.
Richard Bernstein Advisors's Hershey position peaked at $7.19M in Q3 2019.
1,297 funds tracked by Wall St. Rank held Hershey as of Q3 2023.

Based on Richard Bernstein Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.