Collective Family Office’s Hershey HSY Stock Holding History

Collective Family Office’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 Q2	–	Sell	-1,102	Closed	-$214K	–	175
2024 Q1	$214K	Hold	1,102	–	–	0.07%	165
2023 Q4	$205K	Buy	+1,102	New	+$209K	0.07%	170
2023 Q3	–	Sell	-825	Closed	-$206K	–	173
2023 Q2	$206K	Hold	825	–	–	0.08%	168
2023 Q1	$210K	Buy	+825	New	+$194K	0.09%	162

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Collective Family Office's HSY Position: Q2 2024 in Review

Collective Family Office sold out of Hershey (HSY) in Q2 2024, closing a stake of 1,102 shares — an estimated $214K sold.

Collective Family Office first reported a position in HSY in Q1 2023 and held it in 4 quarters. The position peaked at $214K in Q1 2024. 1,382 funds tracked by Wall St. Rank hold HSY as of Q2 2024.

Collective Family Office reported no remaining Hershey position as of Q2 2024 after selling out during the quarter.
Collective Family Office sold 1,102 Hershey shares in Q2 2024, an estimated $214K.
Collective Family Office first reported a position in Hershey in Q1 2023 and held it in 4 quarters.
Collective Family Office's Hershey position peaked at $214K in Q1 2024.
1,382 funds tracked by Wall St. Rank held Hershey as of Q2 2024.

Based on Collective Family Office's 13F filing for Q2 2024, filed 5 Jul 2024.