Fort Pitt Capital Group’s Hershey HSY Stock Holding History

Fort Pitt Capital Group’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 Q3	$3.43M	Buy	+17,862	New	+$3.47M	0.1%	60
2021 Q3	–	Sell	-3,735	Closed	-$651K	–	149
2021 Q2	$651K	Buy	+3,735	New	+$629K	0.03%	108
2021 Q1	–	Sell	-128	Closed	-$19K	–	220
2020 Q4	$19K	Buy	+128	New	+$18.9K	﹤0.01%	246
2020 Q3	–	Sell	-4,054	Closed	-$525K	–	146
2020 Q2	$525K	Buy	4,054 +17	+0.4%	+$2.29K	0.03%	115
2020 Q1	$535K	Buy	4,037 +425	+12%	+$62.7K	0.04%	112
2019 Q4	$531K	Buy	3,612 +19	+0.5%	+$2.82K	0.03%	112
2019 Q3	$557K	Buy	+3,593	New	+$543K	0.03%	103
2018 Q2	–	Sell	-2,387	Closed	-$236K	–	140
2018 Q1	$236K	Hold	2,387	–	–	0.02%	120
2017 Q4	$271K	Hold	2,387	–	–	0.02%	111
2017 Q3	$261K	Sell	2,387 -358	-13%	-$38.1K	0.02%	107
2017 Q2	$295K	Hold	2,745	–	–	0.03%	93
2017 Q1	$300K	Hold	2,745	–	–	0.03%	88
2016 Q4	$284K	Buy	+2,745	New	+$271K	0.03%	92

Other funds holding HSY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HTC

Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return

Fort Pitt Capital Group's HSY Position: Q3 2024 in Review

Fort Pitt Capital Group opened a new position in Hershey (HSY) in Q3 2024: 17,862 shares worth $3.43M. The stake represents 0.1% of the portfolio and ranks #60 among its holdings. This is a return to the name: Fort Pitt Capital Group previously reported a position in HSY as recently as Q2 2021.

Fort Pitt Capital Group first reported a position in HSY in Q4 2016 and has held it in 13 quarters since. 1,395 funds tracked by Wall St. Rank hold HSY as of Q3 2024.

Fort Pitt Capital Group held 17,862 shares of Hershey worth $3.43M as of Q3 2024.
Hershey was a new Fort Pitt Capital Group position in Q3 2024.
Hershey made up 0.1% of Fort Pitt Capital Group's portfolio in Q3 2024, its #60 holding.
Fort Pitt Capital Group first reported a position in Hershey in Q4 2016 and has held it in 13 quarters since.
1,395 funds tracked by Wall St. Rank held Hershey as of Q3 2024.

Based on Fort Pitt Capital Group's 13F filing for Q3 2024, filed 29 Oct 2024.