Eaton Financial Holdings’s Hershey HSY Stock Holding History

Eaton Financial Holdings’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
2023 Q4	–	Sell	-12,213	Closed	-$2.44M	–	164
2023 Q3	$2.44M	Buy	+12,213	New	+$2.73M	0.65%	48

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

HTC

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Eaton Financial Holdings's HSY Position: Q4 2023 in Review

Eaton Financial Holdings sold out of Hershey (HSY) in Q4 2023, closing a stake of 12,213 shares — an estimated $2.44M sold.

Eaton Financial Holdings first reported a position in HSY in Q3 2023 and held it in 1 quarter. The position peaked at $2.44M in Q3 2023. 1,347 funds tracked by Wall St. Rank hold HSY as of Q4 2023.

Eaton Financial Holdings reported no remaining Hershey position as of Q4 2023 after selling out during the quarter.
Eaton Financial Holdings sold 12,213 Hershey shares in Q4 2023, an estimated $2.44M.
Eaton Financial Holdings first reported a position in Hershey in Q3 2023 and held it in 1 quarter.
Eaton Financial Holdings's Hershey position peaked at $2.44M in Q3 2023.
1,347 funds tracked by Wall St. Rank held Hershey as of Q4 2023.

Based on Eaton Financial Holdings's 13F filing for Q4 2023, filed 12 Feb 2024.