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Birch Hill Investment Advisors’s Hershey HSY Stock Holding History

Birch Hill Investment 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
-1,240
Closed -$231K – 176
2023
Q4 		$231K Hold
1,240
– – 0.01% 150
2023
Q3 		$248K Hold
1,240
– – 0.01% 142
2023
Q2 		$310K Hold
1,240
– – 0.02% 134
2023
Q1 		$315K Sell
1,240
-200
-14% -$47K 0.02% 133
2022
Q4 		$333K Hold
1,440
– – 0.02% 131
2022
Q3 		$317K Hold
1,440
– – 0.02% 128
2022
Q2 		$310K Hold
1,440
– – 0.02% 133
2022
Q1 		$312K Sell
1,440
-160
-10% -$32.5K 0.02% 136
2021
Q4 		$310K Buy
+1,600
New +$290K 0.02% 145

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

Birch Hill Investment Advisors's HSY Position: Q1 2024 in Review

Birch Hill Investment Advisors sold out of Hershey (HSY) in Q1 2024, closing a stake of 1,240 shares — an estimated $231K sold.

Birch Hill Investment Advisors first reported a position in HSY in Q4 2021 and held it in 9 quarters. The position peaked at $333K in Q4 2022. 1,360 funds tracked by Wall St. Rank hold HSY as of Q1 2024.

  • Birch Hill Investment Advisors reported no remaining Hershey position as of Q1 2024 after selling out during the quarter.
  • Birch Hill Investment Advisors sold 1,240 Hershey shares in Q1 2024, an estimated $231K.
  • Birch Hill Investment Advisors first reported a position in Hershey in Q4 2021 and held it in 9 quarters.
  • Birch Hill Investment Advisors's Hershey position peaked at $333K in Q4 2022.
  • 1,360 funds tracked by Wall St. Rank held Hershey as of Q1 2024.

Based on Birch Hill Investment Advisors's 13F filing for Q1 2024, filed 13 May 2024.