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Sarah T. Connolly’s Hershey HSY Stock Holding History

Sarah T. Connolly’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
-985
Closed -$246K – 90
2023
Q2 		$246K Sell
985
-115
-10% -$30.2K 0.15% 87
2023
Q1 		$280K Sell
1,100
-200
-15% -$47K 0.18% 84
2022
Q4 		$301K Sell
1,300
-200
-13% -$46.1K 0.2% 86
2022
Q3 		$331K Hold
1,500
– – 0.24% 82
2022
Q2 		$323K Hold
1,500
– – 0.22% 83
2022
Q1 		$325K Hold
1,500
– – 0.19% 82
2021
Q4 		$290K Hold
1,500
– – 0.16% 84
2021
Q3 		$254K Hold
1,500
– – 0.21% 88
2021
Q2 		$261K Hold
1,500
– – 0.21% 85
2021
Q1 		$237K Hold
1,500
– – 0.21% 85
2020
Q4 		$228K Buy
+1,500
New +$222K 0.21% 86

Other funds holding HSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sarah T. Connolly's HSY Position: Q3 2023 in Review

Sarah T. Connolly sold out of Hershey (HSY) in Q3 2023, closing a stake of 985 shares — an estimated $246K sold.

Sarah T. Connolly first reported a position in HSY in Q4 2020 and held it in 11 quarters. The position peaked at $331K in Q3 2022. 1,298 funds tracked by Wall St. Rank hold HSY as of Q3 2023.

  • Sarah T. Connolly reported no remaining Hershey position as of Q3 2023 after selling out during the quarter.
  • Sarah T. Connolly sold 985 Hershey shares in Q3 2023, an estimated $246K.
  • Sarah T. Connolly first reported a position in Hershey in Q4 2020 and held it in 11 quarters.
  • Sarah T. Connolly's Hershey position peaked at $331K in Q3 2022.
  • 1,298 funds tracked by Wall St. Rank held Hershey as of Q3 2023.

Based on Sarah T. Connolly's 13F filing for Q3 2023, filed 23 Oct 2023.