Financial Council’s Hershey HSY Stock Holding History

Financial Council’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	-946	Closed	-$236K	–	70
2023 Q2	$236K	Buy	946 +1	+0.1%	+$262	0.18%	60
2023 Q1	$241K	Buy	+945	New	+$222K	0.2%	58

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

Financial Council's HSY Position: Q3 2023 in Review

Financial Council sold out of Hershey (HSY) in Q3 2023, closing a stake of 946 shares — an estimated $236K sold.

Financial Council first reported a position in HSY in Q1 2023 and held it in 2 quarters. The position peaked at $241K in Q1 2023. 1,298 funds tracked by Wall St. Rank hold HSY as of Q3 2023.

Financial Council reported no remaining Hershey position as of Q3 2023 after selling out during the quarter.
Financial Council sold 946 Hershey shares in Q3 2023, an estimated $236K.
Financial Council first reported a position in Hershey in Q1 2023 and held it in 2 quarters.
Financial Council's Hershey position peaked at $241K in Q1 2023.
1,298 funds tracked by Wall St. Rank held Hershey as of Q3 2023.

Based on Financial Council's 13F filing for Q3 2023, filed 31 Oct 2023.