Sonora Investment Management’s Hershey HSY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$57K Buy
334
+9
+3% +$1.59K 0.01% 392
2021
Q2
$57K Buy
325
+250
+333% +$42.1K 0.01% 368
2021
Q1
$12K Hold
75
﹤0.01% 1165
2020
Q4
$11K Hold
75
﹤0.01% 1165
2020
Q3
$11K Buy
+75
New +$10.6K ﹤0.01% 1143
2020
Q1
Sell
-150
Closed -$22K 1707
2019
Q4
$22K Buy
+150
New +$22.2K ﹤0.01% 835
2019
Q3
Sell
-13
Closed -$2K 1767
2019
Q2
$2K Buy
+13
New +$1.65K ﹤0.01% 1569
2018
Q2
Sell
-22
Closed -$2.18K 1192
2018
Q1
$2.18K Buy
+22
New +$2.27K ﹤0.01% 1047

Other funds holding HSY

Sonora Investment Management's HSY Position: Q3 2021 in Review

Sonora Investment Management increased its Hershey (HSY) stake by 2.8% in Q3 2021, buying an estimated $1.59K and bringing the position to 334 shares worth $57K. The position accounts for 0.01% of the portfolio, ranked #392.

Sonora Investment Management first reported a position in HSY in Q1 2018 and has held it in 8 quarters since. 1,038 funds tracked by Wall St. Rank hold HSY as of Q3 2021.

  • Sonora Investment Management held 334 shares of Hershey worth $57K as of Q3 2021.
  • Sonora Investment Management bought 9 Hershey shares in Q3 2021, an estimated $1.59K.
  • Hershey made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #392 holding.
  • Sonora Investment Management first reported a position in Hershey in Q1 2018 and has held it in 8 quarters since.
  • 1,038 funds tracked by Wall St. Rank held Hershey as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.