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Symphony Financial’s Hershey HSY Stock Holding History

Symphony 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
2023
Q3 		– Sell
-1,182
Closed -$294K – 175
2023
Q2 		$294K Sell
1,182
-2,747
-70% -$721K 0.07% 152
2023
Q1 		$995K Buy
3,929
+175
+5% +$41.1K 0.26% 78
2022
Q4 		$838K Buy
3,754
+2,835
+308% +$654K 0.22% 86
2022
Q3 		$206K Buy
+919
New +$206K 0.07% 182
2022
Q2 		– Sell
-2,718
Closed -$605K – 194
2022
Q1 		$605K Buy
2,718
+1,218
+81% +$247K 0.14% 119
2021
Q4 		$290K Buy
+1,500
New +$272K 0.08% 154

Other funds holding HSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Symphony Financial's HSY Position: Q3 2023 in Review

Symphony Financial sold out of Hershey (HSY) in Q3 2023, closing a stake of 1,182 shares — an estimated $294K sold.

Symphony Financial first reported a position in HSY in Q4 2021 and held it in 6 quarters. The position peaked at $995K in Q1 2023. 1,297 funds tracked by Wall St. Rank hold HSY as of Q3 2023.

  • Symphony Financial reported no remaining Hershey position as of Q3 2023 after selling out during the quarter.
  • Symphony Financial sold 1,182 Hershey shares in Q3 2023, an estimated $294K.
  • Symphony Financial first reported a position in Hershey in Q4 2021 and held it in 6 quarters.
  • Symphony Financial's Hershey position peaked at $995K in Q1 2023.
  • 1,297 funds tracked by Wall St. Rank held Hershey as of Q3 2023.

Based on Symphony Financial's 13F filing for Q3 2023, filed 7 Nov 2023.