SP
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Symmetry Partners’s Hershey HSY Stock Holding History

Symmetry 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
2024
Q3 		– Sell
-1,806
Closed -$332K – 281
2024
Q2 		$332K Hold
1,806
– – 0.02% 383
2024
Q1 		$351K Hold
1,806
– – 0.03% 380
2023
Q4 		$333K Sell
1,806
-548
-23% -$104K 0.02% 371
2023
Q3 		$471K Sell
2,354
-1,352
-36% -$303K 0.03% 316
2023
Q2 		$925K Hold
3,706
– – 0.05% 198
2023
Q1 		$943K Sell
3,706
-361
-9% -$84.8K 0.05% 195
2022
Q4 		$942K Buy
4,067
+207
+5% +$47.7K 0.06% 192
2022
Q3 		$851K Hold
3,860
– – 0.06% 196
2022
Q2 		$831K Hold
3,860
– – 0.06% 208
2022
Q1 		$836K Buy
3,860
+1,035
+37% +$210K 0.05% 228
2021
Q4 		$547K Hold
2,825
– – 0.03% 365
2021
Q3 		$493K Hold
2,825
– – 0.03% 410
2021
Q2 		$492K Sell
2,825
-1,921
-40% -$324K 0.03% 434
2021
Q1 		$751K Sell
4,746
-1,048
-18% -$158K 0.05% 271
2020
Q4 		$883K Hold
5,794
– – 0.07% 208
2020
Q3 		$831K Buy
5,794
+1,877
+48% +$266K 0.07% 204
2020
Q2 		$508K Sell
3,917
-340
-8% -$45.7K 0.06% 148
2020
Q1 		$564K Hold
4,257
– – 0.13% 84
2019
Q4 		$626K Buy
4,257
+239
+6% +$35.4K 0.13% 115
2019
Q3 		$623K Hold
4,018
– – 0.13% 117
2019
Q2 		$539K Buy
4,018
+2,097
+109% +$266K 0.11% 148
2019
Q1 		$221K Buy
+1,921
New +$209K 0.04% 288

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

Symmetry Partners's HSY Position: Q3 2024 in Review

Symmetry Partners sold out of Hershey (HSY) in Q3 2024, closing a stake of 1,806 shares — an estimated $332K sold.

Symmetry Partners first reported a position in HSY in Q1 2019 and held it in 22 quarters. The position peaked at $943K in Q1 2023. 1,394 funds tracked by Wall St. Rank hold HSY as of Q3 2024.

  • Symmetry Partners reported no remaining Hershey position as of Q3 2024 after selling out during the quarter.
  • Symmetry Partners sold 1,806 Hershey shares in Q3 2024, an estimated $332K.
  • Symmetry Partners first reported a position in Hershey in Q1 2019 and held it in 22 quarters.
  • Symmetry Partners's Hershey position peaked at $943K in Q1 2023.
  • 1,394 funds tracked by Wall St. Rank held Hershey as of Q3 2024.

Based on Symmetry Partners's 13F filing for Q3 2024, filed 29 Oct 2024.