Bourgeon Capital Management’s Hershey HSY Stock Holding History

Bourgeon Capital 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 Q2	–	Sell	-150	Closed	-$38.2K	–	343
2023 Q1	$38.2K	Hold	150	–	–	0.01%	154
2022 Q4	$34.7K	Hold	150	–	–	0.01%	171
2022 Q3	$33K	Hold	150	–	–	0.01%	154
2022 Q2	$32K	Hold	150	–	–	0.01%	156
2022 Q1	$32K	Hold	150	–	–	0.01%	163
2021 Q4	$29K	Hold	150	–	–	0.01%	171
2021 Q3	$25K	Hold	150	–	–	0.01%	191
2021 Q2	$26K	Hold	150	–	–	0.01%	188
2021 Q1	$24K	Hold	150	–	–	0.01%	189
2020 Q4	$23K	Hold	150	–	–	0.01%	175
2020 Q3	$22K	Hold	150	–	–	0.01%	179
2020 Q2	$19K	Hold	150	–	–	0.01%	166
2020 Q1	$20K	Hold	150	–	–	0.01%	146
2019 Q4	$22K	Hold	150	–	–	0.01%	146
2019 Q3	$23K	Buy	+150	New	+$22.7K	0.01%	144

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

HTC

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bourgeon Capital Management's HSY Position: Q2 2023 in Review

Bourgeon Capital Management sold out of Hershey (HSY) in Q2 2023, closing a stake of 150 shares — an estimated $38.2K sold.

Bourgeon Capital Management first reported a position in HSY in Q3 2019 and held it in 15 quarters. The position peaked at $38.2K in Q1 2023. 1,354 funds tracked by Wall St. Rank hold HSY as of Q2 2023.

Bourgeon Capital Management reported no remaining Hershey position as of Q2 2023 after selling out during the quarter.
Bourgeon Capital Management sold 150 Hershey shares in Q2 2023, an estimated $38.2K.
Bourgeon Capital Management first reported a position in Hershey in Q3 2019 and held it in 15 quarters.
Bourgeon Capital Management's Hershey position peaked at $38.2K in Q1 2023.
1,354 funds tracked by Wall St. Rank held Hershey as of Q2 2023.

Based on Bourgeon Capital Management's 13F filing for Q2 2023, filed 20 Jul 2023.