ZIG
HSY icon

Zullo Investment Group’s Hershey HSY Stock Holding History

Zullo Investment Group’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
Q1 		– Sell
-610
Closed -$141K – 394
2022
Q4 		$141K Buy
610
+8
+1% +$1.84K 0.09% 168
2022
Q3 		$133K Buy
602
+64
+12% +$14.3K 0.09% 173
2022
Q2 		$116K Sell
538
-639
-54% -$139K 0.07% 190
2022
Q1 		$255K Buy
1,177
+50
+4% +$10.2K 0.13% 127
2021
Q4 		$218K Buy
+1,127
New +$204K 0.11% 151

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Zullo Investment Group's HSY Position: Q1 2023 in Review

Zullo Investment Group sold out of Hershey (HSY) in Q1 2023, closing a stake of 610 shares — an estimated $141K sold.

Zullo Investment Group first reported a position in HSY in Q4 2021 and held it in 5 quarters. The position peaked at $255K in Q1 2022. 1,333 funds tracked by Wall St. Rank hold HSY as of Q1 2023.

  • Zullo Investment Group reported no remaining Hershey position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 610 Hershey shares in Q1 2023, an estimated $141K.
  • Zullo Investment Group first reported a position in Hershey in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Hershey position peaked at $255K in Q1 2022.
  • 1,333 funds tracked by Wall St. Rank held Hershey as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.