G&S Capital’s Hershey HSY Stock Holding History

G&S 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
2023 Q4	–	Sell	-9,102	Closed	-$1.82M	–	119
2023 Q3	$1.82M	Buy	9,102 +1,969	+28%	+$441K	0.93%	48
2023 Q2	$1.78M	Sell	7,133 -2,036	-22%	-$534K	0.86%	48
2023 Q1	$2.33M	Sell	9,169 -232	-2%	-$54.5K	1.03%	27
2022 Q4	$2.18M	Buy	9,401 +816	+10%	+$188K	0.96%	29
2022 Q3	$1.89M	Buy	8,585 +64	+0.8%	+$14.3K	1%	26
2022 Q2	$1.83M	Buy	+8,521	New	+$1.86M	1.08%	29

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

G&S Capital's HSY Position: Q4 2023 in Review

G&S Capital sold out of Hershey (HSY) in Q4 2023, closing a stake of 9,102 shares — an estimated $1.82M sold.

G&S Capital first reported a position in HSY in Q2 2022 and held it in 6 quarters. The position peaked at $2.33M in Q1 2023. 1,347 funds tracked by Wall St. Rank hold HSY as of Q4 2023.

G&S Capital reported no remaining Hershey position as of Q4 2023 after selling out during the quarter.
G&S Capital sold 9,102 Hershey shares in Q4 2023, an estimated $1.82M.
G&S Capital first reported a position in Hershey in Q2 2022 and held it in 6 quarters.
G&S Capital's Hershey position peaked at $2.33M in Q1 2023.
1,347 funds tracked by Wall St. Rank held Hershey as of Q4 2023.

Based on G&S Capital's 13F filing for Q4 2023, filed 29 Jan 2024.