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Sheaff Brock Investment Advisors’s Hershey HSY Stock Holding History

Sheaff Brock Investment 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
Q4 		– Sell
-6,900
Closed -$1.38M – 489
2023
Q3 		$1.38M Buy
6,900
+8
+0.1% +$1.79K 0.13% 127
2023
Q2 		$1.72M Sell
6,892
-67
-1% -$17.6K 0.14% 111
2023
Q1 		$1.77M Buy
6,959
+3
+0% +$705 0.16% 107
2022
Q4 		$1.61M Buy
6,956
+99
+1% +$22.8K 0.16% 108
2022
Q3 		$1.51M Buy
+6,857
New +$1.54M 0.16% 106

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Sheaff Brock Investment Advisors's HSY Position: Q4 2023 in Review

Sheaff Brock Investment Advisors sold out of Hershey (HSY) in Q4 2023, closing a stake of 6,900 shares — an estimated $1.38M sold.

Sheaff Brock Investment Advisors first reported a position in HSY in Q3 2022 and held it in 5 quarters. The position peaked at $1.77M in Q1 2023. 1,347 funds tracked by Wall St. Rank hold HSY as of Q4 2023.

  • Sheaff Brock Investment Advisors reported no remaining Hershey position as of Q4 2023 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 6,900 Hershey shares in Q4 2023, an estimated $1.38M.
  • Sheaff Brock Investment Advisors first reported a position in Hershey in Q3 2022 and held it in 5 quarters.
  • Sheaff Brock Investment Advisors's Hershey position peaked at $1.77M in Q1 2023.
  • 1,347 funds tracked by Wall St. Rank held Hershey as of Q4 2023.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.