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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 Buy
+8
New +$858 ﹤0.01% 454

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sun Life Financial's HSY Position: Q2 2021 in Review

Sun Life Financial sold out of Hershey (HSY) in Q2 2021, closing a stake of 88 shares — an estimated $14K sold.

Sun Life Financial first reported a position in HSY in Q1 2017 and held it in 17 quarters. The position peaked at $113K in Q3 2017. 1,036 funds tracked by Wall St. Rank hold HSY as of Q2 2021.

  • Sun Life Financial reported no remaining Hershey position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 88 Hershey shares in Q2 2021, an estimated $14K.
  • Sun Life Financial first reported a position in Hershey in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's Hershey position peaked at $113K in Q3 2017.
  • 1,036 funds tracked by Wall St. Rank held Hershey as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.