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Syverson Strege & Co’s Hershey HSY Stock Holding History

Syverson Strege & Co’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
Q2 		– Sell
-21
Closed -$5.25K – 311
2023
Q1 		$5.25K Hold
21
– – ﹤0.01% 323
2022
Q4 		$4.76K Buy
21
+1
+5% +$231 ﹤0.01% 223
2022
Q3 		$5K Hold
20
– – ﹤0.01% 210
2022
Q2 		$4K Hold
20
– – ﹤0.01% 270
2022
Q1 		$4K Hold
20
– – ﹤0.01% 250
2021
Q4 		$4K Hold
20
– – ﹤0.01% 244
2021
Q3 		$3K Hold
20
– – ﹤0.01% 376
2021
Q2 		$3K Hold
20
– – ﹤0.01% 234
2021
Q1 		$3K Hold
20
– – ﹤0.01% 231
2020
Q4 		$3K Buy
+20
New +$2.96K ﹤0.01% 212

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Syverson Strege & Co's HSY Position: Q2 2023 in Review

Syverson Strege & Co sold out of Hershey (HSY) in Q2 2023, closing a stake of 21 shares — an estimated $5.25K sold.

Syverson Strege & Co first reported a position in HSY in Q4 2020 and held it in 10 quarters. The position peaked at $5.25K in Q1 2023. 1,354 funds tracked by Wall St. Rank hold HSY as of Q2 2023.

  • Syverson Strege & Co reported no remaining Hershey position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 21 Hershey shares in Q2 2023, an estimated $5.25K.
  • Syverson Strege & Co first reported a position in Hershey in Q4 2020 and held it in 10 quarters.
  • Syverson Strege & Co's Hershey position peaked at $5.25K in Q1 2023.
  • 1,354 funds tracked by Wall St. Rank held Hershey as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.