First Command Bank’s Hershey HSY Stock Holding History

First Command Bank’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 Q2	$933K	Sell	3,737 -200	-5%	-$52.5K	0.09%	59
2023 Q1	$1M	Hold	3,937	–	–	0.1%	47
2022 Q4	$912K	Hold	3,937	–	–	0.12%	49
2022 Q3	$868K	Sell	3,937 -200	-5%	-$44.8K	0.13%	46
2022 Q2	$890K	Hold	4,137	–	–	0.13%	53
2022 Q1	$896K	Sell	4,137 -330	-7%	-$67K	0.12%	63
2021 Q4	$756K	Hold	4,467	–	–	0.13%	61
2021 Q3	$756K	Hold	4,467	–	–	0.13%	61
2021 Q2	$778K	Hold	4,467	–	–	0.09%	60
2021 Q1	$707K	Hold	4,467	–	–	0.15%	61
2020 Q4	$680K	Sell	4,467 -50	-1%	-$7.4K	0.17%	59
2020 Q3	$647K	Hold	4,517	–	–	0.18%	56
2020 Q2	$586K	Hold	4,517	–	–	0.19%	55
2020 Q1	$598K	Hold	4,517	–	–	0.32%	43
2019 Q4	$664K	Hold	4,517	–	–	0.31%	53
2019 Q3	$700K	Hold	4,517	–	–	0.35%	43
2019 Q2	$605K	Sell	4,517 -361	-7%	-$45.9K	0.31%	48
2019 Q1	$560K	Buy	4,878 +100	+2%	+$10.9K	0.28%	51
2018 Q4	$512K	Sell	4,778 -4,778	-50%	-$508K	0.26%	49
2018 Q3	$974K	Hold	9,556	–	–	0.27%	45
2018 Q2	$890K	Buy	9,556 +4,778	+100%	+$446K	0.26%	48
2018 Q1	$473K	Sell	4,778 -298	-6%	-$30.8K	0.26%	56
2017 Q4	$576K	Sell	5,076 -2	-0%	-$220	0.32%	49
2017 Q3	$554K	Hold	5,078	–	–	0.35%	44
2017 Q2	$545K	Hold	5,078	–	–	0.36%	45
2017 Q1	$555K	Hold	5,078	–	–	0.39%	44
2016 Q4	$526K	Buy	+5,078	New	+$501K	0.42%	44

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

HTC

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Command Bank's HSY Position: Q2 2023 in Review

First Command Bank reduced its Hershey (HSY) stake by 5.1% in Q2 2023, selling an estimated $52.5K and leaving 3,737 shares worth $933K. The position accounts for 0.09% of the portfolio, ranked #59.

First Command Bank first reported a position in HSY in Q4 2016 and has held it in 27 quarters since. The position peaked at $1M in Q1 2023. 1,354 funds tracked by Wall St. Rank hold HSY as of Q2 2023.

First Command Bank held 3,737 shares of Hershey worth $933K as of Q2 2023.
First Command Bank sold 200 Hershey shares in Q2 2023, an estimated $52.5K.
Hershey made up 0.09% of First Command Bank's portfolio in Q2 2023, its #59 holding.
First Command Bank first reported a position in Hershey in Q4 2016 and has held it in 27 quarters since.
First Command Bank's Hershey position peaked at $1M in Q1 2023.
1,354 funds tracked by Wall St. Rank held Hershey as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.