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FORA Capital’s Hershey HSY Stock Holding History

FORA Capital’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
-39,399
Closed -$7.35M – 484
2023
Q4 		$7.35M Buy
39,399
+5,261
+15% +$997K 0.63% 47
2023
Q3 		$6.83M Buy
34,138
+11,735
+52% +$2.63M 0.6% 43
2023
Q2 		$5.59M Buy
22,403
+14,770
+194% +$3.87M 0.79% 31
2023
Q1 		$1.94M Buy
7,633
+6,229
+444% +$1.46M 0.19% 149
2022
Q4 		$325K Sell
1,404
-4,106
-75% -$947K 0.05% 342
2022
Q3 		$1.22M Buy
+5,510
New +$1.23M 0.23% 133
2022
Q1 		– Sell
-1,180
Closed -$228K – 563
2021
Q4 		$228K Buy
+1,180
New +$214K 0.09% 271
2021
Q3 		– Sell
-2,745
Closed -$478K – 582
2021
Q2 		$478K Sell
2,745
-3,033
-52% -$511K 0.09% 272
2021
Q1 		$914K Buy
5,778
+1,419
+33% +$214K 0.3% 69
2020
Q4 		$664K Buy
4,359
+1,692
+63% +$250K 0.1% 230
2020
Q3 		$382K Buy
+2,667
New +$378K 0.25% 88
2020
Q2 		– Sell
-2,228
Closed -$295K – 1082
2020
Q1 		$295K Sell
2,228
-10,998
-83% -$1.62M 0.06% 351
2019
Q4 		$1.94M Buy
+13,226
New +$1.96M 0.2% 133

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
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 $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

FORA Capital's HSY Position: Q1 2024 in Review

FORA Capital sold out of Hershey (HSY) in Q1 2024, closing a stake of 39,399 shares — an estimated $7.35M sold.

FORA Capital first reported a position in HSY in Q4 2019 and held it in 13 quarters. The position peaked at $7.35M in Q4 2023. 1,360 funds tracked by Wall St. Rank hold HSY as of Q1 2024.

  • FORA Capital reported no remaining Hershey position as of Q1 2024 after selling out during the quarter.
  • FORA Capital sold 39,399 Hershey shares in Q1 2024, an estimated $7.35M.
  • FORA Capital first reported a position in Hershey in Q4 2019 and held it in 13 quarters.
  • FORA Capital's Hershey position peaked at $7.35M in Q4 2023.
  • 1,360 funds tracked by Wall St. Rank held Hershey as of Q1 2024.

Based on FORA Capital's 13F filing for Q1 2024, filed 2 May 2024.