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Altrius Capital Management’s Hershey HSY Stock Holding History

Altrius Capital 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
Q3 		– Sell
-1,726
Closed -$317K – 86
2024
Q2 		$317K Hold
1,726
– – 0.08% 83
2024
Q1 		$336K Hold
1,726
– – 0.08% 83
2023
Q4 		$322K Hold
1,726
– – 0.09% 85
2023
Q3 		$345K Hold
1,726
– – 0.1% 85
2023
Q2 		$431K Buy
+1,726
New +$453K 0.13% 82
2023
Q1 		– Sell
-1,768
Closed -$409K – 90
2022
Q4 		$409K Buy
+1,768
New +$408K 0.13% 83

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Royal Bank of Canada
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

Altrius Capital Management's HSY Position: Q3 2024 in Review

Altrius Capital Management sold out of Hershey (HSY) in Q3 2024, closing a stake of 1,726 shares — an estimated $317K sold.

Altrius Capital Management first reported a position in HSY in Q4 2022 and held it in 6 quarters. The position peaked at $431K in Q2 2023. 1,394 funds tracked by Wall St. Rank hold HSY as of Q3 2024.

  • Altrius Capital Management reported no remaining Hershey position as of Q3 2024 after selling out during the quarter.
  • Altrius Capital Management sold 1,726 Hershey shares in Q3 2024, an estimated $317K.
  • Altrius Capital Management first reported a position in Hershey in Q4 2022 and held it in 6 quarters.
  • Altrius Capital Management's Hershey position peaked at $431K in Q2 2023.
  • 1,394 funds tracked by Wall St. Rank held Hershey as of Q3 2024.

Based on Altrius Capital Management's 13F filing for Q3 2024, filed 6 Nov 2024.