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Altshuler Shaham’s Hershey HSY Stock Holding History

Altshuler Shaham’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
-1,542
Closed -$287K – 333
2023
Q4 		$287K Buy
1,542
+1,413
+1,095% +$268K 0.02% 77
2023
Q3 		$25.8K Sell
129
-272
-68% -$60.9K ﹤0.01% 195
2023
Q2 		$100K Buy
401
+227
+130% +$59.5K ﹤0.01% 122
2023
Q1 		$44.3K Sell
174
-44
-20% -$10.3K ﹤0.01% 189
2022
Q4 		$50.5K Sell
218
-596
-73% -$137K ﹤0.01% 212
2022
Q3 		$182K Sell
814
-152
-16% -$34.1K ﹤0.01% 128
2022
Q2 		$208K Sell
966
-150
-13% -$32.7K ﹤0.01% 128
2022
Q1 		$242K Buy
1,116
+715
+178% +$145K ﹤0.01% 197
2021
Q4 		$78K Sell
401
-3,334
-89% -$604K ﹤0.01% 342
2021
Q3 		$635K Buy
3,735
+684
+22% +$121K ﹤0.01% 190
2021
Q2 		$531K Buy
3,051
+114
+4% +$19.2K ﹤0.01% 197
2021
Q1 		$465K Buy
2,937
+179
+6% +$27K ﹤0.01% 129
2020
Q4 		$420K Buy
+2,758
New +$408K 0.01% 118
2020
Q1 		– Sell
-3,102
Closed -$456K – 523
2019
Q4 		$456K Buy
3,102
+263
+9% +$39K 0.01% 109
2019
Q3 		$437K Buy
2,839
+2,777
+4,479% +$419K 0.02% 93
2019
Q2 		$8K Buy
+62
New +$7.88K ﹤0.01% 311

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Bank of America
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

Altshuler Shaham's HSY Position: Q1 2024 in Review

Altshuler Shaham sold out of Hershey (HSY) in Q1 2024, closing a stake of 1,542 shares — an estimated $287K sold.

Altshuler Shaham first reported a position in HSY in Q2 2019 and held it in 16 quarters. The position peaked at $635K in Q3 2021. 1,360 funds tracked by Wall St. Rank hold HSY as of Q1 2024.

  • Altshuler Shaham reported no remaining Hershey position as of Q1 2024 after selling out during the quarter.
  • Altshuler Shaham sold 1,542 Hershey shares in Q1 2024, an estimated $287K.
  • Altshuler Shaham first reported a position in Hershey in Q2 2019 and held it in 16 quarters.
  • Altshuler Shaham's Hershey position peaked at $635K in Q3 2021.
  • 1,360 funds tracked by Wall St. Rank held Hershey as of Q1 2024.

Based on Altshuler Shaham's 13F filing for Q1 2024, filed 15 May 2024.