Essex Savings Bank’s Hershey HSY Stock Holding History

Essex Savings Bank’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 Q3	–	Sell	-2,380	Closed	-$438K	–	284
2024 Q2	$438K	Buy	2,380 +339	+17%	+$65.6K	0.12%	154
2024 Q1	$381K	Hold	2,041	–	–	0.11%	161
2023 Q4	$381K	Buy	2,041 +265	+15%	+$50.2K	0.11%	160
2023 Q3	$355K	Buy	1,776 +10	+0.6%	+$2.24K	0.12%	146
2023 Q2	$441K	Hold	1,766	–	–	0.15%	133
2023 Q1	$449K	Hold	1,766	–	–	0.16%	133
2022 Q4	$409K	Hold	1,766	–	–	0.14%	141
2022 Q3	$389K	Hold	1,766	–	–	0.15%	128
2022 Q2	$380K	Hold	1,766	–	–	0.15%	137
2022 Q1	$383K	Sell	1,766 -14	-0.8%	-$2.84K	0.13%	144
2021 Q4	$344K	Sell	1,780 -1	-0.1%	-$181	0.12%	158
2021 Q3	$316K	Hold	1,781	–	–	0.11%	164
2021 Q2	$308K	Hold	1,781	–	–	0.12%	160
2021 Q1	$259K	Hold	1,781	–	–	0.11%	165
2020 Q4	$271K	Hold	1,781	–	–	0.12%	159
2020 Q3	$255K	Hold	1,781	–	–	0.12%	160
2020 Q2	$231K	Hold	1,781	–	–	0.14%	149
2020 Q1	$236K	Buy	1,781 +9	+0.5%	+$1.33K	0.17%	131
2019 Q4	$260K	Hold	1,772	–	–	0.13%	149
2019 Q3	$275K	Sell	1,772 -1,460	-45%	-$220K	0.15%	138
2019 Q2	$237K	Buy	3,232 +1,767	+121%	+$224K	0.08%	207
2019 Q1	$168K	Hold	1,465	–	–	0.1%	159
2018 Q4	$157K	Buy	+1,465	New	+$156K	0.1%	159

Other funds holding HSY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Essex Savings Bank's HSY Position: Q3 2024 in Review

Essex Savings Bank sold out of Hershey (HSY) in Q3 2024, closing a stake of 2,380 shares — an estimated $438K sold.

Essex Savings Bank first reported a position in HSY in Q4 2018 and held it in 23 quarters. The position peaked at $449K in Q1 2023. 1,395 funds tracked by Wall St. Rank hold HSY as of Q3 2024.

Essex Savings Bank reported no remaining Hershey position as of Q3 2024 after selling out during the quarter.
Essex Savings Bank sold 2,380 Hershey shares in Q3 2024, an estimated $438K.
Essex Savings Bank first reported a position in Hershey in Q4 2018 and held it in 23 quarters.
Essex Savings Bank's Hershey position peaked at $449K in Q1 2023.
1,395 funds tracked by Wall St. Rank held Hershey as of Q3 2024.

Based on Essex Savings Bank's 13F filing for Q3 2024, filed 1 Nov 2024.