Aberdeen Wealth Management’s Hershey HSY Stock Holding History

Aberdeen Wealth Management’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 Q2	–	Sell	-1,032	Closed	-$201K	–	171
2024 Q1	$201K	Buy	+1,032	New	+$199K	0.12%	150
2023 Q4	–	Sell	-1,032	Closed	-$206K	–	163
2023 Q3	$206K	Hold	1,032	–	–	0.16%	138
2023 Q2	$258K	Hold	1,032	–	–	0.19%	127
2023 Q1	$263K	Sell	1,032 -67	-6%	-$15.7K	0.2%	122
2022 Q4	$254K	Hold	1,099	–	–	0.19%	129
2022 Q3	$242K	Hold	1,099	–	–	0.21%	120
2022 Q2	$236K	Sell	1,099 -80	-7%	-$17.4K	0.19%	129
2022 Q1	$255K	Sell	1,179 -51	-4%	-$10.4K	0.17%	131
2021 Q4	$238K	Hold	1,230	–	–	0.16%	131
2021 Q3	$208K	Hold	1,230	–	–	0.2%	120
2021 Q2	$214K	Buy	+1,230	New	+$207K	0.2%	121

Other funds holding HSY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HTC

Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aberdeen Wealth Management's HSY Position: Q2 2024 in Review

Aberdeen Wealth Management sold out of Hershey (HSY) in Q2 2024, closing a stake of 1,032 shares — an estimated $201K sold.

Aberdeen Wealth Management first reported a position in HSY in Q2 2021 and held it in 11 quarters. The position peaked at $263K in Q1 2023. 1,382 funds tracked by Wall St. Rank hold HSY as of Q2 2024.

Aberdeen Wealth Management reported no remaining Hershey position as of Q2 2024 after selling out during the quarter.
Aberdeen Wealth Management sold 1,032 Hershey shares in Q2 2024, an estimated $201K.
Aberdeen Wealth Management first reported a position in Hershey in Q2 2021 and held it in 11 quarters.
Aberdeen Wealth Management's Hershey position peaked at $263K in Q1 2023.
1,382 funds tracked by Wall St. Rank held Hershey as of Q2 2024.

Based on Aberdeen Wealth Management's 13F filing for Q2 2024, filed 2 Aug 2024.