Cypress Capital Group’s Hershey HSY Stock Holding History

Cypress Capital Group’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 Q4	–	Sell	-2,207	Closed	-$423K	–	281
2024 Q3	$423K	Sell	2,207 -13	-0.6%	-$2.53K	0.05%	238
2024 Q2	$408K	Sell	2,220 -1,545	-41%	-$299K	0.05%	225
2024 Q1	$732K	Buy	3,765 +2,263	+151%	+$437K	0.09%	184
2023 Q4	$280K	Sell	1,502 -51	-3%	-$9.66K	0.04%	255
2023 Q3	$311K	Hold	1,553	–	–	0.04%	250
2023 Q2	$388K	Buy	1,553 +471	+44%	+$124K	0.06%	236
2023 Q1	$275K	Sell	1,082 -7	-0.6%	-$1.65K	0.04%	255
2022 Q4	$252K	Buy	+1,089	New	+$251K	0.04%	264
2018 Q2	–	Sell	-8,625	Closed	-$854K	–	231
2018 Q1	$854K	Sell	8,625 -18,529	-68%	-$1.91M	0.18%	116
2017 Q4	$3.08M	Sell	27,154 -2,530	-9%	-$278K	0.64%	52
2017 Q3	$3.24M	Sell	29,684 -10,181	-26%	-$1.08M	0.69%	52
2017 Q2	$4.28M	Sell	39,865 -3,886	-9%	-$429K	0.95%	29
2017 Q1	$4.78M	Sell	43,751 -162	-0.4%	-$17.4K	1.12%	28
2016 Q4	$4.54M	Buy	43,913 +1,688	+4%	+$167K	1.08%	30
2016 Q3	$4.04M	Buy	42,225 +3,070	+8%	+$325K	0.96%	34
2016 Q2	$4.44M	Buy	39,155 +19,405	+98%	+$1.82M	1.04%	33
2016 Q1	$1.82M	Buy	19,750 +14,788	+298%	+$1.32M	0.45%	65
2015 Q4	$443K	Buy	+4,962	New	+$445K	0.11%	136

Other funds holding HSY

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.7T 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

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return