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Girard Partners’s Hershey HSY Stock Holding History

Girard Partners’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
Q2 		$256K Buy
1,394
+104
+8% +$20.1K 0.02% 237
2024
Q1 		$251K Sell
1,290
-40
-3% -$7.72K 0.02% 241
2023
Q4 		$248K Buy
1,330
+8
+0.6% +$1.52K 0.03% 228
2023
Q3 		$265K Sell
1,322
-74
-5% -$16.6K 0.03% 212
2023
Q2 		$349K Hold
1,396
– – 0.04% 198
2023
Q1 		$355K Sell
1,396
-101
-7% -$23.7K 0.04% 198
2022
Q4 		$347K Sell
1,497
-46
-3% -$10.6K 0.04% 209
2022
Q3 		$340K Buy
+1,543
New +$346K 0.05% 192
2022
Q2 		– Sell
-980
Closed -$212K – 225
2022
Q1 		$212K Buy
+980
New +$199K 0.02% 220
2019
Q4 		– Sell
-1,715
Closed -$265K – 230
2019
Q3 		$265K Sell
1,715
-306
-15% -$46.2K 0.05% 191
2019
Q2 		$270K Buy
2,021
+2
+0.1% +$254 0.05% 209
2019
Q1 		$231K Sell
2,019
-149
-7% -$16.2K 0.04% 224
2018
Q4 		$232K Sell
2,168
-480
-18% -$51K 0.05% 214
2018
Q3 		$270K Sell
2,648
-102
-4% -$10.1K 0.05% 211
2018
Q2 		$256K Sell
2,750
-1,237
-31% -$115K 0.05% 225
2018
Q1 		$395K Sell
3,987
-148
-4% -$15.3K 0.09% 168
2017
Q4 		$469K Sell
4,135
-42
-1% -$4.62K 0.09% 169
2017
Q3 		$456K Buy
4,177
+843
+25% +$89.8K 0.09% 163
2017
Q2 		$358K Sell
3,334
-850
-20% -$93.8K 0.08% 185
2017
Q1 		$457K Buy
4,184
+53
+1% +$5.68K 0.11% 157
2016
Q4 		$427K Buy
+4,131
New +$408K 0.12% 155
2014
Q2 		– Sell
-4,790
Closed -$500K – 139
2014
Q1 		$500K Buy
+4,790
New +$490K 0.35% 76

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Girard Partners's HSY Position: Q2 2024 in Review

Girard Partners increased its Hershey (HSY) stake by 8.1% in Q2 2024, buying an estimated $20.1K and bringing the position to 1,394 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #237.

Girard Partners first reported a position in HSY in Q1 2014 and has held it in 22 quarters since. The position peaked at $500K in Q1 2014. 1,382 funds tracked by Wall St. Rank hold HSY as of Q2 2024.

  • Girard Partners held 1,394 shares of Hershey worth $256K as of Q2 2024.
  • Girard Partners bought 104 Hershey shares in Q2 2024, an estimated $20.1K.
  • Hershey made up 0.02% of Girard Partners's portfolio in Q2 2024, its #237 holding.
  • Girard Partners first reported a position in Hershey in Q1 2014 and has held it in 22 quarters since.
  • Girard Partners's Hershey position peaked at $500K in Q1 2014.
  • 1,382 funds tracked by Wall St. Rank held Hershey as of Q2 2024.

Based on Girard Partners's 13F filing for Q2 2024, filed 12 Aug 2024.