Copeland Capital Management’s Hershey HSY Stock Holding History

Copeland 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
2024 Q1	–	Sell	-15	Closed	-$2.8K	–	276
2023 Q4	$2.8K	Hold	15	–	–	﹤0.01%	256
2023 Q3	$3K	Hold	15	–	–	﹤0.01%	250
2023 Q2	$3.75K	Hold	15	–	–	﹤0.01%	251
2023 Q1	$4K	Hold	15	–	–	﹤0.01%	231
2022 Q4	$3K	Hold	15	–	–	﹤0.01%	245
2022 Q3	$3K	Hold	15	–	–	﹤0.01%	229
2022 Q2	$3K	Hold	15	–	–	﹤0.01%	233
2022 Q1	$3K	Hold	15	–	–	﹤0.01%	246
2021 Q4	$3K	Hold	15	–	–	﹤0.01%	248
2021 Q3	$3K	Hold	15	–	–	﹤0.01%	240
2021 Q2	$3K	Hold	15	–	–	﹤0.01%	235
2021 Q1	$2K	Hold	15	–	–	﹤0.01%	265
2020 Q4	$2K	Hold	15	–	–	﹤0.01%	259
2020 Q3	$2K	Hold	15	–	–	﹤0.01%	234
2020 Q2	$2K	Hold	15	–	–	﹤0.01%	225
2020 Q1	$2K	Hold	15	–	–	﹤0.01%	219
2019 Q4	$2K	Hold	15	–	–	﹤0.01%	249
2019 Q3	$2K	Hold	15	–	–	﹤0.01%	241
2019 Q2	$2K	Hold	15	–	–	﹤0.01%	243
2019 Q1	$2K	Hold	15	–	–	﹤0.01%	231
2018 Q4	$2K	Buy	+15	New	+$1.59K	﹤0.01%	236

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

HTC

Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

Copeland Capital Management's HSY Position: Q1 2024 in Review

Copeland Capital Management sold out of Hershey (HSY) in Q1 2024, closing a stake of 15 shares — an estimated $2.8K sold.

Copeland Capital Management first reported a position in HSY in Q4 2018 and held it in 21 quarters. The position peaked at $4K in Q1 2023. 1,360 funds tracked by Wall St. Rank hold HSY as of Q1 2024.

Copeland Capital Management reported no remaining Hershey position as of Q1 2024 after selling out during the quarter.
Copeland Capital Management sold 15 Hershey shares in Q1 2024, an estimated $2.8K.
Copeland Capital Management first reported a position in Hershey in Q4 2018 and held it in 21 quarters.
Copeland Capital Management's Hershey position peaked at $4K in Q1 2023.
1,360 funds tracked by Wall St. Rank held Hershey as of Q1 2024.

Based on Copeland Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.