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Tilia Fiduciary Partners’s Hershey HSY Stock Holding History

Tilia Fiduciary Partners’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
-639
Closed -$160K – 251
2023
Q2 		$160K Hold
639
– – 0.14% 102
2023
Q1 		$162K Buy
639
+1
+0.2% +$235 0.15% 101
2022
Q4 		$148K Hold
638
– – 0.14% 115
2022
Q3 		$144K Buy
638
+1
+0.2% +$224 0.15% 111
2022
Q2 		$140K Hold
637
– – 0.13% 112
2022
Q1 		$138K Hold
637
– – 0.12% 126
2021
Q4 		$123K Buy
+637
New +$115K 0.1% 138

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

Tilia Fiduciary Partners's HSY Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Hershey (HSY) in Q3 2023, closing a stake of 639 shares — an estimated $160K sold.

Tilia Fiduciary Partners first reported a position in HSY in Q4 2021 and held it in 7 quarters. The position peaked at $162K in Q1 2023. 1,298 funds tracked by Wall St. Rank hold HSY as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Hershey position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 639 Hershey shares in Q3 2023, an estimated $160K.
  • Tilia Fiduciary Partners first reported a position in Hershey in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Hershey position peaked at $162K in Q1 2023.
  • 1,298 funds tracked by Wall St. Rank held Hershey as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.