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Diversified’s Hershey HSY Stock Holding History

Diversified’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
-1,178
Closed -$229K – 238
2024
Q1 		$229K Buy
1,178
+5
+0.4% +$964 0.03% 153
2023
Q4 		$219K Buy
+1,173
New +$222K 0.05% 142
2023
Q3 		– Sell
-943
Closed -$235K – 145
2023
Q2 		$235K Hold
943
– – 0.06% 125
2023
Q1 		$240K Hold
943
– – 0.09% 126
2022
Q4 		$218K Buy
943
+20
+2% +$4.61K 0.09% 139
2022
Q3 		$203K Buy
+923
New +$207K 0.1% 118
2021
Q1 		– Sell
-603
Closed -$86K – 189
2020
Q4 		$86K Buy
+603
New +$89.2K 0.07% 147

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Diversified's HSY Position: Q2 2024 in Review

Diversified sold out of Hershey (HSY) in Q2 2024, closing a stake of 1,178 shares — an estimated $229K sold.

Diversified first reported a position in HSY in Q4 2020 and held it in 7 quarters. The position peaked at $240K in Q1 2023. 1,383 funds tracked by Wall St. Rank hold HSY as of Q2 2024.

  • Diversified reported no remaining Hershey position as of Q2 2024 after selling out during the quarter.
  • Diversified sold 1,178 Hershey shares in Q2 2024, an estimated $229K.
  • Diversified first reported a position in Hershey in Q4 2020 and held it in 7 quarters.
  • Diversified's Hershey position peaked at $240K in Q1 2023.
  • 1,383 funds tracked by Wall St. Rank held Hershey as of Q2 2024.

Based on Diversified's 13F filing for Q2 2024, filed 24 Jul 2024.