C2C Wealth Management’s Hershey HSY Stock Holding History

C2C Wealth 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 Q4	–	Sell	-18,466	Closed	-$3.65M	–	148
2023 Q3	$3.65M	Hold	18,466	–	–	0.52%	17
2023 Q2	$4.43M	Hold	18,466	–	–	0.59%	14
2023 Q1	$4.77M	Hold	18,466	–	–	0.77%	11
2022 Q4	$3.99M	Sell	18,466 -4,000	-18%	-$922K	0.69%	13
2022 Q3	$5.07M	Hold	22,466	–	–	0.99%	8
2022 Q2	$4.86M	Hold	22,466	–	–	0.89%	8
2022 Q1	$5.14M	Sell	22,466 -39	-0.2%	-$7.92K	0.87%	9
2021 Q4	$4.35M	Buy	+22,505	New	+$4.07M	0.63%	15

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

HTC

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

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

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

C2C Wealth Management's HSY Position: Q4 2023 in Review

C2C Wealth Management sold out of Hershey (HSY) in Q4 2023, closing a stake of 18,466 shares — an estimated $3.65M sold.

C2C Wealth Management first reported a position in HSY in Q4 2021 and held it in 8 quarters. The position peaked at $5.14M in Q1 2022. 1,348 funds tracked by Wall St. Rank hold HSY as of Q4 2023.

C2C Wealth Management reported no remaining Hershey position as of Q4 2023 after selling out during the quarter.
C2C Wealth Management sold 18,466 Hershey shares in Q4 2023, an estimated $3.65M.
C2C Wealth Management first reported a position in Hershey in Q4 2021 and held it in 8 quarters.
C2C Wealth Management's Hershey position peaked at $5.14M in Q1 2022.
1,348 funds tracked by Wall St. Rank held Hershey as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.