CIC Wealth’s Hershey HSY Stock Holding History

CIC Wealth’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	$221K	Hold	1,150	–	–	0.06%	162
2024 Q2	$211K	Buy	+1,150	New	+$223K	0.06%	153

Other funds holding HSY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HTC

Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return

CIC Wealth's HSY Position: Q3 2024 in Review

CIC Wealth held its Hershey (HSY) position steady in Q3 2024 at 1,150 shares worth $221K. The position accounts for 0.06% of the portfolio, ranked #162.

CIC Wealth first reported a position in HSY in Q2 2024 and has held it in 2 quarters since. 1,395 funds tracked by Wall St. Rank hold HSY as of Q3 2024.

CIC Wealth held 1,150 shares of Hershey worth $221K as of Q3 2024.
CIC Wealth left its Hershey share count unchanged in Q3 2024.
Hershey made up 0.06% of CIC Wealth's portfolio in Q3 2024, its #162 holding.
CIC Wealth first reported a position in Hershey in Q2 2024 and has held it in 2 quarters since.
1,395 funds tracked by Wall St. Rank held Hershey as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.