Bowen Hanes & Co’s Hershey HSY Stock Holding History

Bowen Hanes & Co’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 Q3	–	Sell	-4,330	Closed	-$796K	–	155
2024 Q2	$796K	Sell	4,330 -5,370	-55%	-$1.04M	0.02%	114
2024 Q1	$1.89M	Buy	9,700 +3,650	+60%	+$704K	0.05%	98
2023 Q4	$1.13M	Buy	6,050 +4,200	+227%	+$796K	0.03%	103
2023 Q3	$370K	Buy	1,850 +970	+110%	+$217K	0.01%	127
2023 Q2	$220K	Buy	+880	New	+$231K	0.01%	140
2019 Q1	–	Sell	-7,200	Closed	-$772K	–	160
2018 Q4	$772K	Buy	+7,200	New	+$765K	0.04%	122

Other funds holding HSY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HTC

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

Bowen Hanes & Co's HSY Position: Q3 2024 in Review

Bowen Hanes & Co sold out of Hershey (HSY) in Q3 2024, closing a stake of 4,330 shares — an estimated $796K sold.

Bowen Hanes & Co first reported a position in HSY in Q4 2018 and held it in 6 quarters. The position peaked at $1.89M in Q1 2024. 1,394 funds tracked by Wall St. Rank hold HSY as of Q3 2024.

Bowen Hanes & Co reported no remaining Hershey position as of Q3 2024 after selling out during the quarter.
Bowen Hanes & Co sold 4,330 Hershey shares in Q3 2024, an estimated $796K.
Bowen Hanes & Co first reported a position in Hershey in Q4 2018 and held it in 6 quarters.
Bowen Hanes & Co's Hershey position peaked at $1.89M in Q1 2024.
1,394 funds tracked by Wall St. Rank held Hershey as of Q3 2024.

Based on Bowen Hanes & Co's 13F filing for Q3 2024, filed 12 Nov 2024.