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Vident Investment Advisory’s Hershey HSY Stock Holding History

Vident Investment Advisory’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
-8,957
Closed -$2.24M – 469
2023
Q2 		$2.24M Buy
8,957
+6,798
+315% +$1.78M 0.08% 288
2023
Q1 		$549K Buy
2,159
+465
+27% +$109K 0.02% 744
2022
Q4 		$392K Sell
1,694
-6,581
-80% -$1.52M 0.01% 791
2022
Q3 		$1.61M Buy
8,275
+7,015
+557% +$1.57M 0.05% 436
2022
Q2 		$266K Sell
1,260
-3,760
-75% -$819K 0.01% 1055
2022
Q1 		$1.09M Sell
5,020
-317
-6% -$64.4K 0.03% 666
2021
Q4 		$1.03M Sell
5,337
-2,442
-31% -$442K 0.03% 694
2021
Q3 		$1.32M Buy
7,779
+2,217
+40% +$392K 0.04% 585
2021
Q2 		$969K Sell
5,562
-12,943
-70% -$2.18M 0.03% 661
2021
Q1 		$2.93M Buy
18,505
+4,235
+30% +$638K 0.1% 207
2020
Q4 		$2.17M Buy
14,270
+232
+2% +$34.3K 0.09% 242
2020
Q3 		$2.01M Buy
14,038
+9,514
+210% +$1.35M 0.1% 218
2020
Q2 		$586K Sell
4,524
-8,856
-66% -$1.19M 0.03% 605
2020
Q1 		$1.77M Buy
13,380
+4,251
+47% +$627K 0.12% 208
2019
Q4 		$1.34M Sell
9,129
-432
-5% -$64.1K 0.08% 350
2019
Q3 		$1.48M Buy
9,561
+742
+8% +$112K 0.13% 114
2019
Q2 		$1.18M Sell
8,819
-532
-6% -$67.6K 0.1% 150
2019
Q1 		$1.07M Sell
9,351
-233
-2% -$25.4K 0.06% 405
2018
Q4 		$1.03M Buy
9,584
+1,205
+14% +$128K 0.06% 419
2018
Q3 		$855K Sell
8,379
-835
-9% -$82.5K 0.03% 515
2018
Q2 		$858K Buy
9,214
+768
+9% +$71.6K 0.03% 471
2018
Q1 		$819K Buy
8,446
+1,911
+29% +$197K 0.03% 436
2017
Q4 		$742K Sell
6,535
-169
-3% -$18.6K 0.03% 436
2017
Q3 		$732K Buy
+6,704
New +$714K 0.04% 410
2015
Q4 		– Sell
-98
Closed -$9K – 585
2015
Q3 		$9K Buy
98
+38
+63% +$3.46K ﹤0.01% 789
2015
Q2 		$5K Buy
+60
New +$5.66K ﹤0.01% 1011

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vident Investment Advisory's HSY Position: Q3 2023 in Review

Vident Investment Advisory sold out of Hershey (HSY) in Q3 2023, closing a stake of 8,957 shares — an estimated $2.24M sold.

Vident Investment Advisory first reported a position in HSY in Q2 2015 and held it in 26 quarters. The position peaked at $2.93M in Q1 2021. 1,297 funds tracked by Wall St. Rank hold HSY as of Q3 2023.

  • Vident Investment Advisory reported no remaining Hershey position as of Q3 2023 after selling out during the quarter.
  • Vident Investment Advisory sold 8,957 Hershey shares in Q3 2023, an estimated $2.24M.
  • Vident Investment Advisory first reported a position in Hershey in Q2 2015 and held it in 26 quarters.
  • Vident Investment Advisory's Hershey position peaked at $2.93M in Q1 2021.
  • 1,297 funds tracked by Wall St. Rank held Hershey as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.