TFS
HSY icon

Thoroughbred Financial Services’s Hershey HSY Stock Holding History

Thoroughbred Financial Services’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
-912
Closed -$227K – 578
2023
Q2 		$227K Buy
+912
New +$239K 0.03% 374
2023
Q1 		– Sell
-7,838
Closed -$1.81M – 408
2022
Q4 		$1.81M Buy
7,838
+46
+0.6% +$10.6K 0.3% 88
2022
Q3 		$1.72M Buy
7,792
+99
+1% +$22.2K 0.33% 81
2022
Q2 		$1.66M Buy
7,693
+835
+12% +$182K 0.3% 82
2022
Q1 		$1.49M Buy
+6,858
New +$1.39M 0.24% 101

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

Thoroughbred Financial Services's HSY Position: Q3 2023 in Review

Thoroughbred Financial Services sold out of Hershey (HSY) in Q3 2023, closing a stake of 912 shares — an estimated $227K sold.

Thoroughbred Financial Services first reported a position in HSY in Q1 2022 and held it in 5 quarters. The position peaked at $1.81M in Q4 2022. 1,297 funds tracked by Wall St. Rank hold HSY as of Q3 2023.

  • Thoroughbred Financial Services reported no remaining Hershey position as of Q3 2023 after selling out during the quarter.
  • Thoroughbred Financial Services sold 912 Hershey shares in Q3 2023, an estimated $227K.
  • Thoroughbred Financial Services first reported a position in Hershey in Q1 2022 and held it in 5 quarters.
  • Thoroughbred Financial Services's Hershey position peaked at $1.81M in Q4 2022.
  • 1,297 funds tracked by Wall St. Rank held Hershey as of Q3 2023.

Based on Thoroughbred Financial Services's 13F filing for Q3 2023, filed 8 Nov 2023.