Evermay Wealth Management’s Hershey HSY Stock Holding History

Evermay Wealth Management’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 Q1	–	Sell	-2	Closed	-$373	–	669
2023 Q4	$373	Buy	+2	New	+$379	﹤0.01%	598

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HTC

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

Evermay Wealth Management's HSY Position: Q1 2024 in Review

Evermay Wealth Management sold out of Hershey (HSY) in Q1 2024, closing a stake of 2 shares — an estimated $373 sold.

Evermay Wealth Management first reported a position in HSY in Q4 2023 and held it in 1 quarter. The position peaked at $373 in Q4 2023. 1,360 funds tracked by Wall St. Rank hold HSY as of Q1 2024.

Evermay Wealth Management reported no remaining Hershey position as of Q1 2024 after selling out during the quarter.
Evermay Wealth Management sold 2 Hershey shares in Q1 2024, an estimated $373.
Evermay Wealth Management first reported a position in Hershey in Q4 2023 and held it in 1 quarter.
Evermay Wealth Management's Hershey position peaked at $373 in Q4 2023.
1,360 funds tracked by Wall St. Rank held Hershey as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.