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Stoneridge Investment Partners’s Hershey HSY Stock Holding History

Stoneridge Investment Partners’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
2022
Q3 		– Sell
-11,297
Closed -$2.43M – 99
2022
Q2 		$2.43M Sell
11,297
-4,270
-27% -$931K 1.34% 25
2022
Q1 		$3.37M Buy
15,567
+4,100
+36% +$833K 1.58% 20
2021
Q4 		$2.22M Sell
11,467
-11,836
-51% -$2.14M 1.02% 31
2021
Q3 		$3.94M Buy
23,303
+15,943
+217% +$2.82M 1.97% 14
2021
Q2 		$1.28M Sell
7,360
-4,331
-37% -$729K 0.62% 54
2021
Q1 		$1.85M Buy
+11,691
New +$1.76M 0.97% 32
2017
Q2 		– Sell
-55,603
Closed -$6.08M – 282
2017
Q1 		$6.08M Buy
55,603
+586
+1% +$62.8K 0.82% 30
2016
Q4 		$5.69M Sell
55,017
-29,635
-35% -$2.93M 0.77% 32
2016
Q3 		$8.09M Buy
+84,652
New +$8.96M 1.17% 10

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stoneridge Investment Partners's HSY Position: Q3 2022 in Review

Stoneridge Investment Partners sold out of Hershey (HSY) in Q3 2022, closing a stake of 11,297 shares — an estimated $2.43M sold.

Stoneridge Investment Partners first reported a position in HSY in Q3 2016 and held it in 9 quarters. The position peaked at $8.09M in Q3 2016. 1,228 funds tracked by Wall St. Rank hold HSY as of Q3 2022.

  • Stoneridge Investment Partners reported no remaining Hershey position as of Q3 2022 after selling out during the quarter.
  • Stoneridge Investment Partners sold 11,297 Hershey shares in Q3 2022, an estimated $2.43M.
  • Stoneridge Investment Partners first reported a position in Hershey in Q3 2016 and held it in 9 quarters.
  • Stoneridge Investment Partners's Hershey position peaked at $8.09M in Q3 2016.
  • 1,228 funds tracked by Wall St. Rank held Hershey as of Q3 2022.

Based on Stoneridge Investment Partners's 13F filing for Q3 2022, filed 31 Oct 2022.