UH
HSY icon

Unigestion Holding’s Hershey HSY Stock Holding History

Unigestion Holding’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
Q4 		– Sell
-3,660
Closed -$702K – 161
2024
Q3 		$702K Buy
3,660
+467
+15% +$90.8K 0.03% 119
2024
Q2 		$595K Sell
3,193
-467
-13% -$90.4K 0.03% 122
2024
Q1 		$712K Buy
3,660
+467
+15% +$90.1K 0.03% 123
2023
Q4 		$595K Hold
3,193
– – 0.03% 122
2023
Q3 		$644K Buy
3,193
+324
+11% +$72.5K 0.04% 138
2023
Q2 		$713K Sell
2,869
-473
-14% -$124K 0.04% 141
2023
Q1 		$846K Sell
3,342
-5,889
-64% -$1.38M 0.05% 152
2022
Q4 		$2.15M Sell
9,231
-2,691
-23% -$620K 0.11% 112
2022
Q3 		$2.67M Hold
11,922
– – 0.16% 94
2022
Q2 		$2.56M Buy
11,922
+4,850
+69% +$1.06M 0.14% 90
2022
Q1 		$1.53M Hold
7,072
– – 0.07% 107
2021
Q4 		$1.37M Hold
7,072
– – 0.06% 116
2021
Q3 		$1.22M Hold
7,072
– – 0.05% 121
2021
Q2 		$1.22M Hold
7,072
– – 0.04% 136
2021
Q1 		$1.12M Sell
7,072
-2,663
-27% -$401K 0.04% 145
2020
Q4 		$1.48M Sell
9,735
-103,976
-91% -$15.4M 0.05% 114
2020
Q3 		$16.3M Sell
113,711
-137,827
-55% -$19.5M 0.56% 49
2020
Q2 		$32.6M Sell
251,538
-24,722
-9% -$3.32M 1.1% 33
2020
Q1 		$36.6M Buy
+276,260
New +$40.8M 1.36% 24
2019
Q3 		$106M Sell
682,711
-147,799
-18% -$22.3M 2.93% 1
2019
Q2 		$111M Buy
830,510
+235,026
+39% +$29.9M 2.97% 1
2019
Q1 		$68.4M Sell
595,484
-94,613
-14% -$10.3M 1.83% 16
2018
Q4 		$74M Buy
690,097
+378,304
+121% +$40.2M 1.86% 11
2018
Q3 		$31.8M Buy
311,793
+270,092
+648% +$26.7M 0.67% 56
2018
Q2 		$3.88M Buy
+41,701
New +$3.89M 0.08% 175

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Unigestion Holding's HSY Position: Q4 2024 in Review

Unigestion Holding sold out of Hershey (HSY) in Q4 2024, closing a stake of 3,660 shares — an estimated $702K sold.

Unigestion Holding first reported a position in HSY in Q2 2018 and held it in 25 quarters. The position peaked at $111M in Q2 2019. 1,344 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

  • Unigestion Holding reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
  • Unigestion Holding sold 3,660 Hershey shares in Q4 2024, an estimated $702K.
  • Unigestion Holding first reported a position in Hershey in Q2 2018 and held it in 25 quarters.
  • Unigestion Holding's Hershey position peaked at $111M in Q2 2019.
  • 1,344 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on Unigestion Holding's 13F filing for Q4 2024, filed 13 Feb 2025.