Shufro Rose & Co’s Hershey HSY Stock Holding History

Shufro Rose & Co’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 Q1	–	Sell	-1,167	Closed	-$270K	–	333
2022 Q4	$270K	Buy	1,167 +53	+5%	+$12.2K	0.02%	252
2022 Q3	$246K	Buy	1,114 +34	+3%	+$7.62K	0.02%	243
2022 Q2	$232K	Buy	+1,080	New	+$235K	0.02%	258

Other funds holding HSY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Shufro Rose & Co's HSY Position: Q1 2023 in Review

Shufro Rose & Co sold out of Hershey (HSY) in Q1 2023, closing a stake of 1,167 shares — an estimated $270K sold.

Shufro Rose & Co first reported a position in HSY in Q2 2022 and held it in 3 quarters. The position peaked at $270K in Q4 2022. 1,333 funds tracked by Wall St. Rank hold HSY as of Q1 2023.

Shufro Rose & Co reported no remaining Hershey position as of Q1 2023 after selling out during the quarter.
Shufro Rose & Co sold 1,167 Hershey shares in Q1 2023, an estimated $270K.
Shufro Rose & Co first reported a position in Hershey in Q2 2022 and held it in 3 quarters.
Shufro Rose & Co's Hershey position peaked at $270K in Q4 2022.
1,333 funds tracked by Wall St. Rank held Hershey as of Q1 2023.

Based on Shufro Rose & Co's 13F filing for Q1 2023, filed 20 Apr 2023.