First City Capital Management’s Hershey HSY Stock Holding History

First City Capital 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	-1,100	Closed	-$205K	–	171
2023 Q4	$205K	Hold	1,100	–	–	0.12%	163
2023 Q3	$220K	Hold	1,100	–	–	0.14%	152
2023 Q2	$275K	Hold	1,100	–	–	0.16%	143
2023 Q1	$300K	Hold	1,100	–	–	0.18%	134
2022 Q4	$255K	Hold	1,100	–	–	0.15%	139
2022 Q3	$243K	Hold	1,100	–	–	0.16%	137
2022 Q2	$237K	Hold	1,100	–	–	0.15%	144
2022 Q1	$238K	Hold	1,100	–	–	0.13%	156
2021 Q4	$223K	Buy	+1,100	New	+$199K	0.13%	154
2020 Q4	–	Sell	-1,950	Closed	-$291K	–	179
2020 Q3	$291K	Buy	+1,950	New	+$277K	0.11%	157
2016 Q2	–	Sell	-850	Closed	-$78.3K	–	301
2016 Q1	$78.3K	Hold	850	–	–	0.05%	221
2015 Q4	$75.9K	Sell	850 -250	-23%	-$22.4K	0.05%	238
2015 Q3	$101K	Hold	1,100	–	–	0.07%	197
2015 Q2	$97.7K	Hold	1,100	–	–	0.07%	203
2015 Q1	$111K	Hold	1,100	–	–	0.08%	185
2014 Q4	$114K	Hold	1,100	–	–	0.08%	186
2014 Q3	$105K	Hold	1,100	–	–	0.08%	200
2014 Q2	$107K	Hold	1,100	–	–	0.08%	204
2014 Q1	$115K	Buy	+1,100	New	+$113K	0.08%	187

Other funds holding HSY

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

BlackRock New York $5.7T 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Nordea Investment Management

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

Bank of America

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

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