Algert Global’s Hershey HSY Stock Holding History

Algert Global’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 Q1	–	Sell	-1,610	Closed	-$300K	–	1156
2023 Q4	$300K	Buy	1,610 +433	+37%	+$82K	0.01%	939
2023 Q3	$235K	Buy	+1,177	New	+$263K	0.01%	937
2022 Q3	–	Sell	-3,226	Closed	-$694K	–	1237
2022 Q2	$694K	Buy	+3,226	New	+$703K	0.05%	628

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

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

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

HTC

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

Algert Global's HSY Position: Q1 2024 in Review

Algert Global sold out of Hershey (HSY) in Q1 2024, closing a stake of 1,610 shares — an estimated $300K sold.

Algert Global first reported a position in HSY in Q2 2022 and held it in 3 quarters. The position peaked at $694K in Q2 2022. 1,360 funds tracked by Wall St. Rank hold HSY as of Q1 2024.

Algert Global reported no remaining Hershey position as of Q1 2024 after selling out during the quarter.
Algert Global sold 1,610 Hershey shares in Q1 2024, an estimated $300K.
Algert Global first reported a position in Hershey in Q2 2022 and held it in 3 quarters.
Algert Global's Hershey position peaked at $694K in Q2 2022.
1,360 funds tracked by Wall St. Rank held Hershey as of Q1 2024.

Based on Algert Global's 13F filing for Q1 2024, filed 15 May 2024.