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Buckingham Strategic Wealth’s Hershey HSY Stock Holding History

Buckingham Strategic Wealth’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 		$1.78M Buy
9,677
+418
+5% +$80.9K 0.02% 251
2024
Q1 		$1.8M Buy
9,259
+1,462
+19% +$282K 0.02% 254
2023
Q4 		$1.45M Sell
7,797
-65
-0.8% -$12.3K 0.02% 272
2023
Q3 		$1.57M Buy
7,862
+313
+4% +$70.1K 0.02% 239
2023
Q2 		$1.89M Sell
7,549
-555
-7% -$146K 0.03% 219
2023
Q1 		$1.88M Hold
8,104
– – 0.03% 189
2022
Q4 		$1.88M Buy
8,104
+77
+1% +$17.8K 0.03% 189
2022
Q3 		$1.77M Sell
8,027
-745
-8% -$167K 0.04% 183
2022
Q2 		$1.89M Buy
8,772
+359
+4% +$78.2K 0.04% 180
2022
Q1 		$1.82M Sell
8,413
-746
-8% -$152K 0.04% 188
2021
Q4 		$1.77M Sell
9,159
-257
-3% -$46.5K 0.03% 197
2021
Q3 		$1.59M Sell
9,416
-213
-2% -$37.6K 0.03% 203
2021
Q2 		$1.68M Sell
9,629
-555
-5% -$93.5K 0.04% 194
2021
Q1 		$1.61M Sell
10,184
-52
-0.5% -$7.83K 0.08% 176
2020
Q4 		$1.56M Buy
10,236
+609
+6% +$90.1K 0.08% 176
2020
Q3 		$1.38M Buy
9,627
+3,864
+67% +$548K 0.11% 146
2020
Q2 		$747K Sell
5,763
-270
-4% -$36.3K 0.07% 176
2020
Q1 		$799K Buy
6,033
+38
+0.6% +$5.61K 0.08% 188
2019
Q4 		$881K Buy
5,995
+1,603
+36% +$238K 0.08% 169
2019
Q3 		$681K Sell
4,392
-1,013
-19% -$153K 0.07% 188
2019
Q2 		$724K Buy
5,405
+1,493
+38% +$190K 0.08% 190
2019
Q1 		$449K Buy
3,912
+187
+5% +$20.4K 0.06% 242
2018
Q4 		$399K Buy
3,725
+32
+0.9% +$3.4K 0.06% 221
2018
Q3 		$377K Sell
3,693
-230
-6% -$22.7K 0.06% 235
2018
Q2 		$365K Sell
3,923
-710
-15% -$66.2K 0.06% 232
2018
Q1 		$459K Buy
4,633
+1,758
+61% +$182K 0.09% 178
2017
Q4 		$326K Buy
+2,875
New +$316K 0.07% 227

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Buckingham Strategic Wealth's HSY Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Hershey (HSY) stake by 4.5% in Q2 2024, buying an estimated $80.9K and bringing the position to 9,677 shares worth $1.78M. The position accounts for 0.02% of the portfolio, ranked #251.

Buckingham Strategic Wealth first reported a position in HSY in Q4 2017 and has held it in 27 quarters since. The position peaked at $1.89M in Q2 2022. 1,382 funds tracked by Wall St. Rank hold HSY as of Q2 2024.

  • Buckingham Strategic Wealth held 9,677 shares of Hershey worth $1.78M as of Q2 2024.
  • Buckingham Strategic Wealth bought 418 Hershey shares in Q2 2024, an estimated $80.9K.
  • Hershey made up 0.02% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #251 holding.
  • Buckingham Strategic Wealth first reported a position in Hershey in Q4 2017 and has held it in 27 quarters since.
  • Buckingham Strategic Wealth's Hershey position peaked at $1.89M in Q2 2022.
  • 1,382 funds tracked by Wall St. Rank held Hershey as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.