Tri Locum Partners’s Hershey HSY Stock Holding History

Tri Locum 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 Q4	–	Sell	-1,020	Closed	-$204K	–	39
2023 Q3	$204K	Buy	+1,020	New	+$228K	0.07%	48
2021 Q1	–	Sell	-1,842	Closed	-$281K	–	56
2020 Q4	$281K	Buy	+1,842	New	+$273K	0.1%	52

Other funds holding HSY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $63.9B AUM 45.56% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Tri Locum Partners's HSY Position: Q4 2023 in Review

Tri Locum Partners sold out of Hershey (HSY) in Q4 2023, closing a stake of 1,020 shares — an estimated $204K sold.

Tri Locum Partners first reported a position in HSY in Q4 2020 and held it in 2 quarters. The position peaked at $281K in Q4 2020. 1,347 funds tracked by Wall St. Rank hold HSY as of Q4 2023.

Tri Locum Partners reported no remaining Hershey position as of Q4 2023 after selling out during the quarter.
Tri Locum Partners sold 1,020 Hershey shares in Q4 2023, an estimated $204K.
Tri Locum Partners first reported a position in Hershey in Q4 2020 and held it in 2 quarters.
Tri Locum Partners's Hershey position peaked at $281K in Q4 2020.
1,347 funds tracked by Wall St. Rank held Hershey as of Q4 2023.

Based on Tri Locum Partners's 13F filing for Q4 2023, filed 14 Feb 2024.