Simplicity Solutions’s Hershey HSY Stock Holding History

Simplicity Solutions’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	$341K	Sell	1,828 -2,222	-55%	-$421K	0.01%	796
2023 Q3	$810K	Sell	4,050 -966	-19%	-$216K	0.03%	464
2023 Q2	$1.25M	Sell	5,016 -3,132	-38%	-$822K	0.03%	409
2023 Q1	$2.07M	Buy	8,148 +6,898	+552%	+$1.62M	0.05%	304
2022 Q4	$289K	Buy	1,250 +183	+17%	+$42.2K	0.04%	493
2022 Q3	$235K	Buy	+1,067	New	+$239K	0.03%	543
2021 Q1	–	Sell	-1,355	Closed	-$206K	–	706
2020 Q4	$206K	Buy	+1,355	New	+$201K	﹤0.01%	900
2020 Q1	–	Sell	-1,918	Closed	-$282K	–	798
2019 Q4	$282K	Buy	+1,918	New	+$284K	0.01%	685
2019 Q2	–	Sell	-5,182	Closed	-$595K	–	749
2019 Q1	$595K	Buy	+5,182	New	+$564K	0.04%	358

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

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

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

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Simplicity Solutions's HSY Position: Q4 2023 in Review

Simplicity Solutions reduced its Hershey (HSY) stake by 55% in Q4 2023, selling an estimated $421K and leaving 1,828 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #796.

Simplicity Solutions first reported a position in HSY in Q1 2019 and has held it in 9 quarters since. The position peaked at $2.07M in Q1 2023. 1,347 funds tracked by Wall St. Rank hold HSY as of Q4 2023.

Simplicity Solutions held 1,828 shares of Hershey worth $341K as of Q4 2023.
Simplicity Solutions sold 2,222 Hershey shares in Q4 2023, an estimated $421K.
Hershey made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #796 holding.
Simplicity Solutions first reported a position in Hershey in Q1 2019 and has held it in 9 quarters since.
Simplicity Solutions's Hershey position peaked at $2.07M in Q1 2023.
1,347 funds tracked by Wall St. Rank held Hershey as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.