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Swarthmore Group’s Hershey HSY Stock Holding History

Swarthmore Group’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
Q2 		$937K Sell
4,353
-17
-0.4% -$3.71K 0.38% 6
2022
Q1 		$947K Buy
4,370
+91
+2% +$18.5K 0.24% 53
2021
Q4 		$828K Hold
4,279
– – 0.2% 51
2021
Q3 		$745K Hold
4,279
– – 0.19% 42
2021
Q2 		$745K Hold
4,279
– – 0.19% 42
2021
Q1 		$677K Buy
+4,279
New +$644K 0.19% 38
2020
Q4 		– Sell
-4,309
Closed -$618K – 35
2020
Q3 		$618K Buy
4,309
+30
+0.7% +$4.25K 0.19% 38
2020
Q2 		$555K Buy
+4,279
New +$575K 0.19% 38

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Swarthmore Group's HSY Position: Q2 2022 in Review

Swarthmore Group reduced its Hershey (HSY) stake by 0.39% in Q2 2022, selling an estimated $3.71K and leaving 4,353 shares worth $937K. The position accounts for 0.38% of the portfolio, ranked #6.

Swarthmore Group first reported a position in HSY in Q2 2020 and has held it in 8 quarters since. The position peaked at $947K in Q1 2022. 1,211 funds tracked by Wall St. Rank hold HSY as of Q2 2022.

  • Swarthmore Group held 4,353 shares of Hershey worth $937K as of Q2 2022.
  • Swarthmore Group sold 17 Hershey shares in Q2 2022, an estimated $3.71K.
  • Hershey made up 0.38% of Swarthmore Group's portfolio in Q2 2022, its #6 holding.
  • Swarthmore Group first reported a position in Hershey in Q2 2020 and has held it in 8 quarters since.
  • Swarthmore Group's Hershey position peaked at $947K in Q1 2022.
  • 1,211 funds tracked by Wall St. Rank held Hershey as of Q2 2022.

Based on Swarthmore Group's 13F filing for Q2 2022, filed 20 Jul 2022.