Atlas Capital Advisors’s Hershey HSY Stock Holding History

Atlas Capital Advisors’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
2023 Q3	–	Sell	-3	Closed	-$749	–	893
2023 Q2	$749	Hold	3	–	–	﹤0.01%	849
2023 Q1	$763	Hold	3	–	–	﹤0.01%	861
2022 Q4	$694	Hold	3	–	–	﹤0.01%	862
2022 Q3	$661	Hold	3	–	–	﹤0.01%	875
2022 Q2	$645	Hold	3	–	–	﹤0.01%	944
2022 Q1	$650	Hold	3	–	–	﹤0.01%	881
2021 Q4	$580	Hold	3	–	–	﹤0.01%	899
2021 Q3	$507	Hold	3	–	–	﹤0.01%	915
2021 Q2	$522	Buy	+3	New	+$505	﹤0.01%	924
2020 Q3	–	Sell	-142	Closed	-$18.4K	–	426
2020 Q2	$18.4K	Sell	142 -2,836	-95%	-$381K	﹤0.01%	556
2020 Q1	$395K	Buy	2,978 +1,980	+198%	+$292K	0.12%	184
2019 Q4	$147K	Sell	998 -1,572	-61%	-$233K	0.04%	352
2019 Q3	$398K	Buy	+2,570	New	+$388K	0.12%	217

Other funds holding HSY

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

HTC

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Atlas Capital Advisors's HSY Position: Q3 2023 in Review

Atlas Capital Advisors sold out of Hershey (HSY) in Q3 2023, closing a stake of 3 shares — an estimated $749 sold.

Atlas Capital Advisors first reported a position in HSY in Q3 2019 and held it in 13 quarters. The position peaked at $398K in Q3 2019. 1,297 funds tracked by Wall St. Rank hold HSY as of Q3 2023.

Atlas Capital Advisors reported no remaining Hershey position as of Q3 2023 after selling out during the quarter.
Atlas Capital Advisors sold 3 Hershey shares in Q3 2023, an estimated $749.
Atlas Capital Advisors first reported a position in Hershey in Q3 2019 and held it in 13 quarters.
Atlas Capital Advisors's Hershey position peaked at $398K in Q3 2019.
1,297 funds tracked by Wall St. Rank held Hershey as of Q3 2023.

Based on Atlas Capital Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.