Segall Bryant & Hamill’s Hershey HSY Stock Holding History

Segall Bryant & Hamill’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	-1,120	Closed	-$280K	–	591
2023 Q2	$280K	Buy	1,120 +100	+10%	+$26.2K	﹤0.01%	649
2023 Q1	$259K	Hold	1,020	–	–	﹤0.01%	658
2022 Q4	$236K	Hold	1,020	–	–	﹤0.01%	680
2022 Q3	$224K	Hold	1,020	–	–	﹤0.01%	687
2022 Q2	$220K	Hold	1,020	–	–	﹤0.01%	701
2022 Q1	$221K	Buy	+1,020	New	+$207K	﹤0.01%	718
2021 Q2	–	Sell	-221,483	Closed	-$35M	–	799
2021 Q1	$35M	Buy	+221,483	New	+$33.4M	0.35%	79
2019 Q4	–	Sell	-1,800	Closed	-$279K	–	839
2019 Q3	$279K	Hold	1,800	–	–	﹤0.01%	746
2019 Q2	$241K	Buy	+1,800	New	+$229K	﹤0.01%	766
2014 Q4	–	Sell	-4,900	Closed	-$468K	–	554
2014 Q3	$468K	Sell	4,900 -1,898	-28%	-$176K	0.01%	435
2014 Q2	$662K	Buy	+6,798	New	+$667K	0.02%	390

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 $3.38T AUM 44.17% 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

Segall Bryant & Hamill's HSY Position: Q3 2023 in Review

Segall Bryant & Hamill sold out of Hershey (HSY) in Q3 2023, closing a stake of 1,120 shares — an estimated $280K sold.

Segall Bryant & Hamill first reported a position in HSY in Q2 2014 and held it in 11 quarters. The position peaked at $35M in Q1 2021. 1,297 funds tracked by Wall St. Rank hold HSY as of Q3 2023.

Segall Bryant & Hamill reported no remaining Hershey position as of Q3 2023 after selling out during the quarter.
Segall Bryant & Hamill sold 1,120 Hershey shares in Q3 2023, an estimated $280K.
Segall Bryant & Hamill first reported a position in Hershey in Q2 2014 and held it in 11 quarters.
Segall Bryant & Hamill's Hershey position peaked at $35M in Q1 2021.
1,297 funds tracked by Wall St. Rank held Hershey as of Q3 2023.

Based on Segall Bryant & Hamill's 13F filing for Q3 2023, filed 9 Nov 2023.