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Tiemann Investment Advisors’s Hershey HSY Stock Holding History

Tiemann Investment Advisors’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
Q4 		– Sell
-1,147
Closed -$229K – 189
2023
Q3 		$229K Sell
1,147
-50
-4% -$11.2K 0.12% 167
2023
Q2 		$299K Buy
1,197
+70
+6% +$18.4K 0.15% 141
2023
Q1 		$287K Buy
1,127
+137
+14% +$32.2K 0.16% 144
2022
Q4 		$229K Buy
990
+40
+4% +$9.22K 0.13% 170
2022
Q3 		$209K Buy
+950
New +$213K 0.14% 164

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Tiemann Investment Advisors's HSY Position: Q4 2023 in Review

Tiemann Investment Advisors sold out of Hershey (HSY) in Q4 2023, closing a stake of 1,147 shares — an estimated $229K sold.

Tiemann Investment Advisors first reported a position in HSY in Q3 2022 and held it in 5 quarters. The position peaked at $299K in Q2 2023. 1,347 funds tracked by Wall St. Rank hold HSY as of Q4 2023.

  • Tiemann Investment Advisors reported no remaining Hershey position as of Q4 2023 after selling out during the quarter.
  • Tiemann Investment Advisors sold 1,147 Hershey shares in Q4 2023, an estimated $229K.
  • Tiemann Investment Advisors first reported a position in Hershey in Q3 2022 and held it in 5 quarters.
  • Tiemann Investment Advisors's Hershey position peaked at $299K in Q2 2023.
  • 1,347 funds tracked by Wall St. Rank held Hershey as of Q4 2023.

Based on Tiemann Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.