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Waddell & Reed Financial’s Hershey HSY Stock Holding History

Waddell & Reed Financial’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
2017
Q1 		– Sell
-35,000
Closed -$3.62M – 560
2016
Q4 		$3.62M Buy
+35,000
New +$3.46M 0.01% 516
2016
Q3 		– Sell
-35,000
Closed -$501K – 606
2016
Q2 		$501K Buy
+35,000
New +$3.28M ﹤0.01% 576

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Waddell & Reed Financial's HSY Position: Q1 2021 in Review

Waddell & Reed Financial increased its Hershey (HSY) stake by 10% in Q1 2021, buying an estimated $11.3M and bringing the position to 795,027 shares worth $126M. The position accounts for 0.26% of the portfolio, ranked #112.

Waddell & Reed Financial first reported a position in HSY in Q1 2015 and has held it in 25 quarters since. 1,004 funds tracked by Wall St. Rank hold HSY as of Q1 2021.

  • Waddell & Reed Financial held 795,027 shares of Hershey worth $126M as of Q1 2021.
  • Waddell & Reed Financial bought 74,991 Hershey shares in Q1 2021, an estimated $11.3M.
  • Hershey made up 0.26% of Waddell & Reed Financial's portfolio in Q1 2021, its #112 holding.
  • Waddell & Reed Financial first reported a position in Hershey in Q1 2015 and has held it in 25 quarters since.
  • 1,004 funds tracked by Wall St. Rank held Hershey as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.