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Baystate Wealth Management’s Hershey HSY Stock Holding History

Baystate Wealth 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
2023
Q4 		$47.4K Buy
253
+1
+0.4% +$189 ﹤0.01% 395
2023
Q3 		$50.5K Buy
252
+2
+0.8% +$448 ﹤0.01% 339
2023
Q2 		$62.7K Sell
250
-131
-34% -$34.4K 0.01% 307
2023
Q1 		$97.1K Buy
381
+1
+0.3% +$235 0.01% 254
2022
Q4 		$88K Sell
380
-41
-10% -$9.45K 0.01% 264
2022
Q3 		$93K Buy
421
+132
+46% +$29.6K 0.01% 240
2022
Q2 		$62K Buy
289
+2
+0.7% +$436 0.01% 296
2022
Q1 		$62K Buy
287
+1
+0.3% +$203 0.01% 297
2021
Q4 		$55K Buy
286
+1
+0.4% +$181 0.01% 307
2021
Q3 		$48K Buy
285
+2
+0.7% +$353 ﹤0.01% 301
2021
Q2 		$49K Buy
283
+242
+590% +$40.8K ﹤0.01% 284
2021
Q1 		$7K Hold
41
– – ﹤0.01% 484
2020
Q4 		$6K Hold
41
– – ﹤0.01% 475
2020
Q3 		$6K Buy
41
+1
+3% +$142 ﹤0.01% 448
2020
Q2 		$5K Sell
40
-1
-2% -$134 ﹤0.01% 461
2020
Q1 		$5K Buy
41
+1
+3% +$148 ﹤0.01% 429
2019
Q4 		$6K Sell
40
-8
-17% -$1.19K ﹤0.01% 439
2019
Q3 		$7K Buy
48
+8
+20% +$1.21K ﹤0.01% 391
2019
Q2 		$5K Buy
+40
New +$5.08K ﹤0.01% 429
2018
Q1 		– Sell
-200
Closed -$22K – 694
2017
Q4 		$22K Hold
200
– – ﹤0.01% 288
2017
Q3 		$22K Hold
200
– – ﹤0.01% 275
2017
Q2 		$21K Hold
200
– – ﹤0.01% 274
2017
Q1 		$22K Hold
200
– – ﹤0.01% 260
2016
Q4 		$21K Buy
+200
New +$19.7K ﹤0.01% 222
2013
Q3 		– Sell
-200
Closed -$18K – 107
2013
Q2 		$18K Buy
+200
New +$17.7K 0.01% 159

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Baystate Wealth Management's HSY Position: Q4 2023 in Review

Baystate Wealth Management increased its Hershey (HSY) stake by 0.4% in Q4 2023, buying an estimated $189 and bringing the position to 253 shares worth $47.4K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Baystate Wealth Management first reported a position in HSY in Q2 2013 and has held it in 25 quarters since. The position peaked at $97.1K in Q1 2023. 1,347 funds tracked by Wall St. Rank hold HSY as of Q4 2023.

  • Baystate Wealth Management held 253 shares of Hershey worth $47.4K as of Q4 2023.
  • Baystate Wealth Management bought 1 Hershey share in Q4 2023, an estimated $189.
  • Hershey made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #395 holding.
  • Baystate Wealth Management first reported a position in Hershey in Q2 2013 and has held it in 25 quarters since.
  • Baystate Wealth Management's Hershey position peaked at $97.1K in Q1 2023.
  • 1,347 funds tracked by Wall St. Rank held Hershey as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.