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Charter Oak Capital Management’s Hershey HSY Stock Holding History

Charter Oak Capital 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
2022
Q3 		– Sell
-70
Closed -$15K – 463
2022
Q2 		$15K Hold
70
– – ﹤0.01% 529
2022
Q1 		$15K Hold
70
– – ﹤0.01% 566
2021
Q4 		$14K Hold
70
– – ﹤0.01% 571
2021
Q3 		$12K Hold
70
– – ﹤0.01% 548
2021
Q2 		$12K Hold
70
– – ﹤0.01% 541
2021
Q1 		$11K Hold
70
– – ﹤0.01% 530
2020
Q4 		$11K Buy
+70
New +$10.4K ﹤0.01% 493

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charter Oak Capital Management's HSY Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Hershey (HSY) in Q3 2022, closing a stake of 70 shares — an estimated $15K sold.

Charter Oak Capital Management first reported a position in HSY in Q4 2020 and held it in 7 quarters. The position peaked at $15K in Q2 2022. 1,227 funds tracked by Wall St. Rank hold HSY as of Q3 2022.

  • Charter Oak Capital Management reported no remaining Hershey position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 70 Hershey shares in Q3 2022, an estimated $15K.
  • Charter Oak Capital Management first reported a position in Hershey in Q4 2020 and held it in 7 quarters.
  • Charter Oak Capital Management's Hershey position peaked at $15K in Q2 2022.
  • 1,227 funds tracked by Wall St. Rank held Hershey as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.