Cabot Wealth Management’s Hershey HSY Stock Holding History

Cabot 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
2024 Q3	–	Sell	-5,950	Closed	-$1.09M	–	133
2024 Q2	$1.09M	Sell	5,950 -263	-4%	-$50.9K	0.14%	98
2024 Q1	$1.21M	Buy	6,213 +335	+6%	+$64.6K	0.16%	93
2023 Q4	$1.1M	Sell	5,878 -524	-8%	-$99.3K	0.15%	91
2023 Q3	$1.28M	Buy	+6,402	New	+$1.43M	0.2%	86

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

Cabot Wealth Management's HSY Position: Q3 2024 in Review

Cabot Wealth Management sold out of Hershey (HSY) in Q3 2024, closing a stake of 5,950 shares — an estimated $1.09M sold.

Cabot Wealth Management first reported a position in HSY in Q3 2023 and held it in 4 quarters. The position peaked at $1.28M in Q3 2023. 1,395 funds tracked by Wall St. Rank hold HSY as of Q3 2024.

Cabot Wealth Management reported no remaining Hershey position as of Q3 2024 after selling out during the quarter.
Cabot Wealth Management sold 5,950 Hershey shares in Q3 2024, an estimated $1.09M.
Cabot Wealth Management first reported a position in Hershey in Q3 2023 and held it in 4 quarters.
Cabot Wealth Management's Hershey position peaked at $1.28M in Q3 2023.
1,395 funds tracked by Wall St. Rank held Hershey as of Q3 2024.

Based on Cabot Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.