VONTOBEL ASSET MANAGEMENT INC HSY Hershey Foods Corp COM

Ownership history in VONTOBEL ASSET MANAGEMENT INC  ·  22 quarters on record

AI Ownership Summary

VONTOBEL ASSET MANAGEMENT INC reported Hershey Foods Corp COM (HSY) in 22 quarterly 13F filings from 2023 Q4 through 2024 Q1. Peak portfolio weight reached 0.9% in 2023 Q4. The latest visible filing shows HSY at 0.59% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HSY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was VONTOBEL ASSET MANAGEMENT INC's position in Hershey Foods Corp COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q1

HSY was reported at 0.59% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.9% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How VONTOBEL ASSET MANAGEMENT INC held HSY — position size vs. price
% of Fund (quarterly)    HSY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q1 REDUCED 33.2% -5.6% 522,196 -259,771 -33.2% 0.59% $106.4M 2024-05-15 (Est.) $191.87
2023 Q4 ADDED 781,967 +112,304 +16.8% 0.90% $151.7M 2024-02-14 $177.37
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About VONTOBEL ASSET MANAGEMENT INC and HSY

These are the practical questions this page is built to answer before you even open the full history table.

How long has VONTOBEL ASSET MANAGEMENT INC reported owning HSY?

VONTOBEL ASSET MANAGEMENT INC reported HSY across 2 quarterly 13F filings, from 2023 Q4 through 2024 Q1.

What was the largest reported HSY position in VONTOBEL ASSET MANAGEMENT INC's portfolio?

The largest reported portfolio weight for HSY was 0.90% in 2023 Q4.

What is the latest reported HSY position on this page?

The most recent filing on this page is 2024 Q1, when VONTOBEL ASSET MANAGEMENT INC reported 522,196 shares, equal to 0.59% of portfolio, with an estimated market value of $106.4M.

What does the chart on this HSY ownership page compare?

The chart compares VONTOBEL ASSET MANAGEMENT INC's quarterly HSY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did VONTOBEL ASSET MANAGEMENT INC time their HSY position?

Based on 13F filing dates vs. subsequent HSY price moves, VONTOBEL ASSET MANAGEMENT INC correctly timed 9 out of 20 reported position changes (45%). The annualised alpha on HSY relative to SPY over the holding period was -1.1%.

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