Charles D. Hyman’s Hershey HSY Stock Holding History

Charles D. Hyman’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	-1,000	Closed	-$200K	–	247
2023 Q3	$200K	Hold	1,000	–	–	0.01%	227
2023 Q2	$250K	Hold	1,000	–	–	0.02%	218
2023 Q1	$254K	Hold	1,000	–	–	0.02%	213
2022 Q4	$232K	Hold	1,000	–	–	0.02%	218
2022 Q3	$220K	Hold	1,000	–	–	0.02%	213
2022 Q2	$215K	Hold	1,000	–	–	0.02%	227
2022 Q1	$217K	Buy	+1,000	New	+$203K	0.01%	235
2020 Q4	–	Sell	-1,600	Closed	-$229K	–	232
2020 Q3	$229K	Hold	1,600	–	–	0.02%	209
2020 Q2	$207K	Hold	1,600	–	–	0.02%	207
2020 Q1	$212K	Sell	1,600 -27	-2%	-$3.98K	0.03%	175
2019 Q4	$239K	Buy	1,627 +27	+2%	+$4K	0.02%	188
2019 Q3	$248K	Hold	1,600	–	–	0.03%	166
2019 Q2	$214K	Buy	+1,600	New	+$203K	0.02%	182

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

Charles D. Hyman's HSY Position: Q4 2023 in Review

Charles D. Hyman sold out of Hershey (HSY) in Q4 2023, closing a stake of 1,000 shares — an estimated $200K sold.

Charles D. Hyman first reported a position in HSY in Q2 2019 and held it in 13 quarters. The position peaked at $254K in Q1 2023. 1,347 funds tracked by Wall St. Rank hold HSY as of Q4 2023.

Charles D. Hyman reported no remaining Hershey position as of Q4 2023 after selling out during the quarter.
Charles D. Hyman sold 1,000 Hershey shares in Q4 2023, an estimated $200K.
Charles D. Hyman first reported a position in Hershey in Q2 2019 and held it in 13 quarters.
Charles D. Hyman's Hershey position peaked at $254K in Q1 2023.
1,347 funds tracked by Wall St. Rank held Hershey as of Q4 2023.

Based on Charles D. Hyman's 13F filing for Q4 2023, filed 6 Feb 2024.