BWFA
HSY icon

Baltimore-Washington Financial Advisors’s Hershey HSY Stock Holding History

Baltimore-Washington Financial 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
2024
Q1 		– Sell
-26,611
Closed -$4.96M – 137
2023
Q4 		$4.96M Buy
26,611
+801
+3% +$152K 0.34% 78
2023
Q3 		$5.16M Buy
25,810
+300
+1% +$67.2K 0.42% 73
2023
Q2 		$6.37M Buy
25,510
+11,105
+77% +$2.91M 0.51% 62
2023
Q1 		$3.66M Buy
14,405
+560
+4% +$132K 0.32% 78
2022
Q4 		$3.21M Buy
13,845
+5,221
+61% +$1.2M 0.31% 75
2022
Q3 		$1.9M Buy
8,624
+7,501
+668% +$1.68M 0.16% 82
2022
Q2 		$241K Buy
+1,123
New +$245K 0.03% 114

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

Baltimore-Washington Financial Advisors's HSY Position: Q1 2024 in Review

Baltimore-Washington Financial Advisors sold out of Hershey (HSY) in Q1 2024, closing a stake of 26,611 shares — an estimated $4.96M sold.

Baltimore-Washington Financial Advisors first reported a position in HSY in Q2 2022 and held it in 7 quarters. The position peaked at $6.37M in Q2 2023. 1,360 funds tracked by Wall St. Rank hold HSY as of Q1 2024.

  • Baltimore-Washington Financial Advisors reported no remaining Hershey position as of Q1 2024 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 26,611 Hershey shares in Q1 2024, an estimated $4.96M.
  • Baltimore-Washington Financial Advisors first reported a position in Hershey in Q2 2022 and held it in 7 quarters.
  • Baltimore-Washington Financial Advisors's Hershey position peaked at $6.37M in Q2 2023.
  • 1,360 funds tracked by Wall St. Rank held Hershey as of Q1 2024.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q1 2024, filed 8 May 2024.