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Te Ahumairangi Investment Management’s Hershey HSY Stock Holding History

Te Ahumairangi 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
2024
Q1 		– Sell
-12,712
Closed -$2.37M – 86
2023
Q4 		$2.37M Buy
12,712
+700
+6% +$133K 0.45% 67
2023
Q3 		$2.4M Buy
12,012
+1,305
+12% +$292K 0.39% 73
2023
Q2 		$2.67M Buy
10,707
+495
+5% +$130K 0.36% 77
2023
Q1 		$2.6M Sell
10,212
-1,055
-9% -$248K 0.37% 79
2022
Q4 		$2.61M Buy
11,267
+215
+2% +$49.6K 0.41% 73
2022
Q3 		$2.44M Sell
11,052
-2,725
-20% -$611K 0.41% 73
2022
Q2 		$2.96M Sell
13,777
-4,365
-24% -$951K 0.45% 70
2022
Q1 		$3.93M Sell
18,142
-4,090
-18% -$831K 0.53% 67
2021
Q4 		$4.3M Sell
22,232
-6,900
-24% -$1.25M 0.56% 69
2021
Q3 		$4.93M Sell
29,132
-1,200
-4% -$212K 0.68% 65
2021
Q2 		$5.28M Sell
30,332
-2,500
-8% -$421K 0.69% 62
2021
Q1 		$5.19M Buy
32,832
+5,800
+21% +$873K 0.67% 63
2020
Q4 		$4.12M Buy
27,032
+400
+2% +$59.2K 0.57% 71
2020
Q3 		$3.82M Buy
+26,632
New +$3.78M 0.65% 65

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

Te Ahumairangi Investment Management's HSY Position: Q1 2024 in Review

Te Ahumairangi Investment Management sold out of Hershey (HSY) in Q1 2024, closing a stake of 12,712 shares — an estimated $2.37M sold.

Te Ahumairangi Investment Management first reported a position in HSY in Q3 2020 and held it in 14 quarters. The position peaked at $5.28M in Q2 2021. 1,361 funds tracked by Wall St. Rank hold HSY as of Q1 2024.

  • Te Ahumairangi Investment Management reported no remaining Hershey position as of Q1 2024 after selling out during the quarter.
  • Te Ahumairangi Investment Management sold 12,712 Hershey shares in Q1 2024, an estimated $2.37M.
  • Te Ahumairangi Investment Management first reported a position in Hershey in Q3 2020 and held it in 14 quarters.
  • Te Ahumairangi Investment Management's Hershey position peaked at $5.28M in Q2 2021.
  • 1,361 funds tracked by Wall St. Rank held Hershey as of Q1 2024.

Based on Te Ahumairangi Investment Management's 13F filing for Q1 2024, filed 10 May 2024.