ETFidea’s Hershey HSY Stock Holding History

ETFidea’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 Q3	–	Sell	-955	Closed	-$238K	–	104
2023 Q2	$238K	Hold	955	–	–	0.1%	100
2023 Q1	$243K	Hold	955	–	–	0.11%	94
2022 Q4	$221K	Hold	955	–	–	0.1%	98
2022 Q3	$211K	Hold	955	–	–	0.11%	98
2022 Q2	$205K	Hold	955	–	–	0.1%	103
2022 Q1	$207K	Buy	+955	New	+$194K	0.09%	108

Other funds holding HSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

HTC

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ETFidea's HSY Position: Q3 2023 in Review

ETFidea sold out of Hershey (HSY) in Q3 2023, closing a stake of 955 shares — an estimated $238K sold.

ETFidea first reported a position in HSY in Q1 2022 and held it in 6 quarters. The position peaked at $243K in Q1 2023. 1,297 funds tracked by Wall St. Rank hold HSY as of Q3 2023.

ETFidea reported no remaining Hershey position as of Q3 2023 after selling out during the quarter.
ETFidea sold 955 Hershey shares in Q3 2023, an estimated $238K.
ETFidea first reported a position in Hershey in Q1 2022 and held it in 6 quarters.
ETFidea's Hershey position peaked at $243K in Q1 2023.
1,297 funds tracked by Wall St. Rank held Hershey as of Q3 2023.

Based on ETFidea's 13F filing for Q3 2023, filed 8 Dec 2023.