First Citizens Financial Corp’s Hershey HSY Stock Holding History

First Citizens Financial Corp’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	-1,142	Closed	-$228K	–	114
2023 Q3	$228K	Sell	1,142 -37	-3%	-$8.28K	0.16%	102
2023 Q2	$294K	Buy	+1,179	New	+$309K	0.2%	87
2022 Q4	$273K	Hold	1,179	–	–	0.24%	81
2022 Q3	$260K	Hold	1,179	–	–	0.26%	75
2022 Q2	$254K	Hold	1,179	–	–	0.22%	85
2022 Q1	$255K	Hold	1,179	–	–	0.19%	91
2021 Q4	$228K	Buy	+1,179	New	+$213K	0.17%	98
2021 Q3	–	Sell	-1,179	Closed	-$205K	–	105
2021 Q2	$205K	Buy	+1,179	New	+$199K	0.16%	113
2020 Q4	–	Sell	-1,482	Closed	-$212K	–	108
2020 Q3	$212K	Buy	+1,482	New	+$210K	0.21%	93
2020 Q1	–	Sell	-1,515	Closed	-$223K	–	89
2019 Q4	$223K	Buy	+1,515	New	+$225K	0.22%	83

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

First Citizens Financial Corp's HSY Position: Q4 2023 in Review

First Citizens Financial Corp sold out of Hershey (HSY) in Q4 2023, closing a stake of 1,142 shares — an estimated $228K sold.

First Citizens Financial Corp first reported a position in HSY in Q4 2019 and held it in 10 quarters. The position peaked at $294K in Q2 2023. 1,347 funds tracked by Wall St. Rank hold HSY as of Q4 2023.

First Citizens Financial Corp reported no remaining Hershey position as of Q4 2023 after selling out during the quarter.
First Citizens Financial Corp sold 1,142 Hershey shares in Q4 2023, an estimated $228K.
First Citizens Financial Corp first reported a position in Hershey in Q4 2019 and held it in 10 quarters.
First Citizens Financial Corp's Hershey position peaked at $294K in Q2 2023.
1,347 funds tracked by Wall St. Rank held Hershey as of Q4 2023.

Based on First Citizens Financial Corp's 13F filing for Q4 2023, filed 11 Jan 2024.