Sun Life Financial’s Hershey HSY Stock Holding History

Sun Life Financial’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
2021 Q2	–	Sell	-88	Closed	-$14K	–	271
2021 Q1	$14K	Hold	88	–	–	﹤0.01%	331
2020 Q4	$13K	Sell	88 -1	-1%	-$148	﹤0.01%	322
2020 Q3	$13K	Hold	89	–	–	﹤0.01%	307
2020 Q2	$12K	Buy	89 +4	+5%	+$538	﹤0.01%	276
2020 Q1	$11K	Sell	85 -2	-2%	-$295	﹤0.01%	255
2019 Q4	$13K	Sell	87 -34	-28%	-$5.04K	﹤0.01%	278
2019 Q3	$19K	Buy	121 +8	+7%	+$1.21K	﹤0.01%	404
2019 Q2	$15K	Sell	113 -123	-52%	-$15.6K	﹤0.01%	439
2019 Q1	$27K	Sell	236 -149	-39%	-$16.2K	0.01%	446
2018 Q4	$41K	Buy	385 +1	+0.3%	+$106	0.01%	425
2018 Q3	$39K	Buy	384 +5	+1%	+$494	0.01%	488
2018 Q2	$35K	Buy	379 +316	+502%	+$29.5K	0.01%	504
2018 Q1	$641	Sell	63 -244	-79%	-$25.2K	0.01%	394
2017 Q4	$35K	Sell	307 -732	-70%	-$80.5K	﹤0.01%	324
2017 Q3	$113K	Buy	1,039 +20	+2%	+$2.13K	0.01%	320
2017 Q2	$109K	Buy	1,019 +1,011	+12,638%	+$112K	0.01%	323
2017 Q1	$75	Hold	8	–	–	﹤0.01%	454
2016 Q4	$75	Buy	+8	New	+$790	﹤0.01%	404

Other funds holding HSY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Renaissance Technologies

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

Geode Capital Management

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return