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TD Ameritrade Investment Management’s Hershey HSY Stock Holding History

TD Ameritrade Investment Management’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
-33
Closed -$8K – 206
2023
Q2 		$8K Sell
33
-9
-21% -$2.36K ﹤0.01% 364
2023
Q1 		$11K Sell
42
-9
-18% -$2.11K ﹤0.01% 365
2022
Q4 		$12K Buy
+51
New +$11.8K ﹤0.01% 367
2022
Q3 		– Sell
-323
Closed -$69K – 615
2022
Q2 		$69K Sell
323
-297
-48% -$64.7K ﹤0.01% 276
2022
Q1 		$134K Sell
620
-30
-5% -$6.09K ﹤0.01% 268
2021
Q4 		$126K Buy
650
+281
+76% +$50.9K ﹤0.01% 273
2021
Q3 		$53K Sell
369
-286
-44% -$50.5K ﹤0.01% 322
2021
Q2 		$114K Buy
655
+284
+77% +$47.8K ﹤0.01% 273
2021
Q1 		$57K Hold
371
– – ﹤0.01% 320
2020
Q4 		$57K Buy
371
+2
+0.5% +$296 ﹤0.01% 320
2020
Q3 		$53K Sell
369
-7
-2% -$993 ﹤0.01% 322
2020
Q2 		$49K Buy
376
+18
+5% +$2.42K ﹤0.01% 311
2020
Q1 		$47K Buy
358
+24
+7% +$3.54K ﹤0.01% 300
2019
Q4 		$49K Sell
334
-2
-0.6% -$297 ﹤0.01% 317
2019
Q3 		$52K Sell
336
-23
-6% -$3.47K ﹤0.01% 285
2019
Q2 		$48K Sell
359
-198
-36% -$25.2K ﹤0.01% 264
2019
Q1 		$64K Buy
+557
New +$60.6K ﹤0.01% 221

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

TD Ameritrade Investment Management's HSY Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Hershey (HSY) in Q3 2023, closing a stake of 33 shares — an estimated $8K sold.

TD Ameritrade Investment Management first reported a position in HSY in Q1 2019 and held it in 17 quarters. The position peaked at $134K in Q1 2022. 1,297 funds tracked by Wall St. Rank hold HSY as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Hershey position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 33 Hershey shares in Q3 2023, an estimated $8K.
  • TD Ameritrade Investment Management first reported a position in Hershey in Q1 2019 and held it in 17 quarters.
  • TD Ameritrade Investment Management's Hershey position peaked at $134K in Q1 2022.
  • 1,297 funds tracked by Wall St. Rank held Hershey as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.