Carmichael Hill & Associates’s Hershey HSY Stock Holding History

Carmichael Hill & Associates’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	-7	Closed	-$1.29K	–	788
2024 Q2	$1.29K	Hold	7	–	–	﹤0.01%	719
2024 Q1	$1.36K	Sell	7 -4	-36%	-$772	﹤0.01%	708
2023 Q4	$2.05K	Hold	11	–	–	﹤0.01%	706
2023 Q3	$2.2K	Hold	11	–	–	﹤0.01%	696
2023 Q2	$2.75K	Hold	11	–	–	﹤0.01%	682
2023 Q1	$2.8K	Hold	11	–	–	﹤0.01%	678
2022 Q4	$2.55K	Hold	11	–	–	﹤0.01%	675
2022 Q3	$2K	Hold	11	–	–	﹤0.01%	745
2022 Q2	$2K	Hold	11	–	–	﹤0.01%	723
2022 Q1	$2K	Hold	11	–	–	﹤0.01%	746
2021 Q4	$2K	Hold	11	–	–	﹤0.01%	759
2021 Q3	$2K	Hold	11	–	–	﹤0.01%	747
2021 Q2	$2K	Hold	11	–	–	﹤0.01%	729
2021 Q1	$2K	Hold	11	–	–	﹤0.01%	712
2020 Q4	$2K	Hold	11	–	–	﹤0.01%	689
2020 Q3	$2K	Hold	11	–	–	﹤0.01%	659
2020 Q2	$1K	Hold	11	–	–	﹤0.01%	660
2020 Q1	$1K	Hold	11	–	–	﹤0.01%	647
2019 Q4	$2K	Buy	+11	New	+$1.63K	﹤0.01%	632

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

Carmichael Hill & Associates's HSY Position: Q3 2024 in Review

Carmichael Hill & Associates sold out of Hershey (HSY) in Q3 2024, closing a stake of 7 shares — an estimated $1.29K sold.

Carmichael Hill & Associates first reported a position in HSY in Q4 2019 and held it in 19 quarters. The position peaked at $2.8K in Q1 2023. 1,394 funds tracked by Wall St. Rank hold HSY as of Q3 2024.

Carmichael Hill & Associates reported no remaining Hershey position as of Q3 2024 after selling out during the quarter.
Carmichael Hill & Associates sold 7 Hershey shares in Q3 2024, an estimated $1.29K.
Carmichael Hill & Associates first reported a position in Hershey in Q4 2019 and held it in 19 quarters.
Carmichael Hill & Associates's Hershey position peaked at $2.8K in Q1 2023.
1,394 funds tracked by Wall St. Rank held Hershey as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.