SIP
Stoneridge Investment Partners’s Hershey HSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | -$919K | 1.34% | 25 |
|
|
2022
Q1 | $3.37M | Buy |
15,567
+4,100
| +36% | +$888K | 1.58% | 20 |
|
|
2021
Q4 | $2.22M | Sell |
11,467
-11,836
| -51% | -$2.29M | 1.02% | 31 |
|
|
2021
Q3 | $3.94M | Buy |
23,303
+15,943
| +217% | +$2.7M | 1.97% | 14 |
|
|
2021
Q2 | $1.28M | Sell |
7,360
-4,331
| -37% | -$754K | 0.62% | 54 |
|
|
2021
Q1 | $1.85M | Buy |
+11,691
| New | +$1.85M | 0.97% | 32 |
|
|
2017
Q2 | – | Sell |
-55,603
| Closed | -$6.08M | – | 282 |
|
|
2017
Q1 | $6.08M | Buy |
55,603
+586
| +1% | +$64K | 0.82% | 30 |
|
|
2016
Q4 | $5.69M | Sell |
55,017
-29,635
| -35% | -$3.06M | 0.77% | 32 |
|
|
2016
Q3 | $8.09M | Buy |
+84,652
| New | +$8.09M | 1.17% | 10 |
|