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Cambridge Trust’s Hershey HSY Stock Holding History

Cambridge Trust’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
Q1 		$292K Sell
1,500
-27
-2% -$5.21K 0.01% 239
2023
Q4 		$285K Sell
1,527
-178
-10% -$33.7K 0.01% 234
2023
Q3 		$341K Hold
1,705
– – 0.02% 219
2023
Q2 		$426K Hold
1,705
– – 0.02% 203
2023
Q1 		$434K Buy
1,705
+178
+12% +$41.8K 0.02% 199
2022
Q4 		$354K Sell
1,527
-74
-5% -$17.1K 0.02% 228
2022
Q3 		$353K Buy
1,601
+24
+2% +$5.38K 0.02% 227
2022
Q2 		$339K Hold
1,577
– – 0.01% 234
2022
Q1 		$342K Sell
1,577
-28
-2% -$5.69K 0.01% 252
2021
Q4 		$311K Buy
+1,605
New +$291K 0.01% 275
2017
Q4 		– Sell
-2,025
Closed -$221K – 258
2017
Q3 		$221K Sell
2,025
-50
-2% -$5.33K 0.01% 239
2017
Q2 		$223K Hold
2,075
– – 0.02% 232
2017
Q1 		$227K Buy
+2,075
New +$222K 0.02% 253
2015
Q1 		– Sell
-2,029
Closed -$211K – 233
2014
Q4 		$211K Sell
2,029
-119
-6% -$11.6K 0.02% 212
2014
Q3 		$205K Sell
2,148
-346
-14% -$32K 0.02% 198
2014
Q2 		$243K Sell
2,494
-35
-1% -$3.43K 0.02% 183
2014
Q1 		$264K Buy
2,529
+111
+5% +$11.4K 0.02% 173
2013
Q4 		$235K Buy
+2,418
New +$232K 0.02% 177

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return

Cambridge Trust's HSY Position: Q1 2024 in Review

Cambridge Trust reduced its Hershey (HSY) stake by 1.8% in Q1 2024, selling an estimated $5.21K and leaving 1,500 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #239.

Cambridge Trust first reported a position in HSY in Q4 2013 and has held it in 18 quarters since. The position peaked at $434K in Q1 2023. 1,361 funds tracked by Wall St. Rank hold HSY as of Q1 2024.

  • Cambridge Trust held 1,500 shares of Hershey worth $292K as of Q1 2024.
  • Cambridge Trust sold 27 Hershey shares in Q1 2024, an estimated $5.21K.
  • Hershey made up 0.01% of Cambridge Trust's portfolio in Q1 2024, its #239 holding.
  • Cambridge Trust first reported a position in Hershey in Q4 2013 and has held it in 18 quarters since.
  • Cambridge Trust's Hershey position peaked at $434K in Q1 2023.
  • 1,361 funds tracked by Wall St. Rank held Hershey as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.