Benjamin F. Edwards & Company’s Hershey HSY Stock Holding History

Benjamin F. Edwards & Company’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 Q2	$15.3M	Buy	83,166 +3,864	+5%	+$748K	0.27%	109
2024 Q1	$15.4M	Buy	79,302 +44,694	+129%	+$8.62M	0.28%	102
2023 Q4	$6.45M	Buy	34,608 +34,169	+7,783%	+$6.47M	0.13%	177
2023 Q3	$88K	Hold	439	–	–	﹤0.01%	920
2023 Q2	$110K	Hold	439	–	–	﹤0.01%	886
2023 Q1	$112K	Hold	439	–	–	﹤0.01%	870
2022 Q4	$102K	Buy	439 +23	+6%	+$5.3K	﹤0.01%	895
2022 Q3	$92K	Sell	416 -256	-38%	-$57.4K	﹤0.01%	883
2022 Q2	$145K	Buy	672 +31	+5%	+$6.76K	0.01%	754
2022 Q1	$139K	Sell	641 -100	-13%	-$20.3K	0.01%	778
2021 Q4	$143K	Buy	741 +12	+2%	+$2.17K	0.01%	792
2021 Q3	$123K	Sell	729 -2	-0.3%	-$353	0.01%	800
2021 Q2	$127K	Sell	731 -6	-0.8%	-$1.01K	0.01%	777
2021 Q1	$117K	Sell	737 -55	-7%	-$8.28K	0.01%	803
2020 Q4	$121K	Hold	792	–	–	0.01%	755
2020 Q3	$114K	Sell	792 -116	-13%	-$16.4K	0.01%	714
2020 Q2	$118K	Buy	908 +93	+11%	+$12.5K	0.01%	694
2020 Q1	$108K	Hold	815	–	–	0.01%	672
2019 Q4	$120K	Sell	815 -110	-12%	-$16.3K	0.01%	741
2019 Q3	$143K	Hold	925	–	–	0.01%	648
2019 Q2	$124K	Sell	925 -123	-12%	-$15.6K	0.01%	645
2019 Q1	$120K	Hold	1,048	–	–	0.01%	631
2018 Q4	$112K	Buy	1,048 +90	+9%	+$9.57K	0.01%	631
2018 Q3	$98K	Hold	958	–	–	0.01%	677
2018 Q2	$89K	Sell	958 -50	-5%	-$4.66K	0.01%	707
2018 Q1	$100K	Sell	1,008 -457	-31%	-$47.2K	0.01%	674
2017 Q4	$166K	Buy	1,465 +1,232	+529%	+$136K	0.02%	529
2017 Q3	$25K	Hold	233	–	–	﹤0.01%	916
2017 Q2	$25K	Hold	233	–	–	﹤0.01%	853
2017 Q1	$25K	Hold	233	–	–	﹤0.01%	809
2016 Q4	$24K	Buy	233 +110	+89%	+$10.9K	﹤0.01%	745
2016 Q3	$12K	Hold	123	–	–	﹤0.01%	805
2016 Q2	$14K	Hold	123	–	–	﹤0.01%	726
2016 Q1	$11K	Sell	123 -96	-44%	-$8.56K	﹤0.01%	790
2015 Q4	$20K	Buy	219 +1	+0.5%	+$90	﹤0.01%	692
2015 Q3	$20K	Hold	218	–	–	﹤0.01%	715
2015 Q2	$19K	Buy	218 +1	+0.5%	+$94	﹤0.01%	792
2015 Q1	$22K	Buy	217 +117	+117%	+$12.2K	﹤0.01%	740
2014 Q4	$10K	Hold	100	–	–	﹤0.01%	790
2014 Q3	$10K	Hold	100	–	–	﹤0.01%	772
2014 Q2	$10K	Hold	100	–	–	﹤0.01%	730
2014 Q1	$10K	Hold	100	–	–	﹤0.01%	684
2013 Q4	$10K	Hold	100	–	–	﹤0.01%	653
2013 Q3	$9K	Hold	100	–	–	﹤0.01%	620
2013 Q2	$9K	Buy	+100	New	+$8.83K	﹤0.01%	590

Other funds holding HSY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HTC

Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Benjamin F. Edwards & Company's HSY Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Hershey (HSY) stake by 4.9% in Q2 2024, buying an estimated $748K and bringing the position to 83,166 shares worth $15.3M. The position accounts for 0.27% of the portfolio, ranked #109.

Benjamin F. Edwards & Company first reported a position in HSY in Q2 2013 and has held it in 45 quarters since. The position peaked at $15.4M in Q1 2024. 1,383 funds tracked by Wall St. Rank hold HSY as of Q2 2024.

Benjamin F. Edwards & Company held 83,166 shares of Hershey worth $15.3M as of Q2 2024.
Benjamin F. Edwards & Company bought 3,864 Hershey shares in Q2 2024, an estimated $748K.
Hershey made up 0.27% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #109 holding.
Benjamin F. Edwards & Company first reported a position in Hershey in Q2 2013 and has held it in 45 quarters since.
Benjamin F. Edwards & Company's Hershey position peaked at $15.4M in Q1 2024.
1,383 funds tracked by Wall St. Rank held Hershey as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.