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Twin Capital Management’s Hershey HSY Stock Holding History

Twin Capital 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
-1,808
Closed -$337K – 285
2023
Q4 		$337K Hold
1,808
– – 0.04% 247
2023
Q3 		$362K Sell
1,808
-186
-9% -$41.6K 0.05% 246
2023
Q2 		$498K Buy
1,994
+126
+7% +$33K 0.06% 228
2023
Q1 		$475K Sell
1,868
-2,131
-53% -$501K 0.06% 238
2022
Q4 		$926K Hold
3,999
– – 0.12% 186
2022
Q3 		$882K Sell
3,999
-41
-1% -$9.19K 0.12% 190
2022
Q2 		$869K Hold
4,040
– – 0.11% 200
2022
Q1 		$875K Sell
4,040
-700
-15% -$142K 0.09% 213
2021
Q4 		$917K Buy
4,740
+110
+2% +$19.9K 0.09% 207
2021
Q3 		$784K Sell
4,630
-440
-9% -$77.7K 0.08% 228
2021
Q2 		$883K Sell
5,070
-370
-7% -$62.3K 0.08% 220
2021
Q1 		$860K Sell
5,440
-1,580
-23% -$238K 0.09% 219
2020
Q4 		$1.07M Sell
7,020
-180
-3% -$26.6K 0.1% 203
2020
Q3 		$1.03M Sell
7,200
-380
-5% -$53.9K 0.09% 207
2020
Q2 		$983K Sell
7,580
-100
-1% -$13.4K 0.09% 203
2020
Q1 		$1.02M Buy
7,680
+15
+0.2% +$2.21K 0.11% 186
2019
Q4 		$1.13M Sell
7,665
-50
-0.6% -$7.41K 0.1% 208
2019
Q3 		$1.2M Buy
7,715
+1,330
+21% +$201K 0.09% 202
2019
Q2 		$856K Buy
+6,385
New +$811K 0.06% 219
2016
Q3 		– Sell
-17,646
Closed -$2M – 358
2016
Q2 		$2M Buy
+17,646
New +$1.65M 0.15% 170
2014
Q3 		– Sell
-3,880
Closed -$378K – 294
2014
Q2 		$378K Sell
3,880
-26,050
-87% -$2.55M 0.04% 271
2014
Q1 		$3.13M Buy
29,930
+170
+0.6% +$17.4K 0.33% 98
2013
Q4 		$2.89M Buy
29,760
+10,000
+51% +$961K 0.31% 105
2013
Q3 		$1.83M Sell
19,760
-3,680
-16% -$343K 0.2% 157
2013
Q2 		$2.09M Buy
+23,440
New +$2.07M 0.22% 132

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 $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return

Twin Capital Management's HSY Position: Q1 2024 in Review

Twin Capital Management sold out of Hershey (HSY) in Q1 2024, closing a stake of 1,808 shares — an estimated $337K sold.

Twin Capital Management first reported a position in HSY in Q2 2013 and held it in 25 quarters. The position peaked at $3.13M in Q1 2014. 1,361 funds tracked by Wall St. Rank hold HSY as of Q1 2024.

  • Twin Capital Management reported no remaining Hershey position as of Q1 2024 after selling out during the quarter.
  • Twin Capital Management sold 1,808 Hershey shares in Q1 2024, an estimated $337K.
  • Twin Capital Management first reported a position in Hershey in Q2 2013 and held it in 25 quarters.
  • Twin Capital Management's Hershey position peaked at $3.13M in Q1 2014.
  • 1,361 funds tracked by Wall St. Rank held Hershey as of Q1 2024.

Based on Twin Capital Management's 13F filing for Q1 2024, filed 13 May 2024.