GCIM
HSY icon

Gunn & Company Investment Management’s Hershey HSY Stock Holding History

Gunn & Company Investment Management’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 		$1.6M Sell
8,350
-111,994
-93% -$21.8M 1.1% 29
2024
Q2 		$22.1M Buy
120,344
+113,015
+1,542% +$21.9M 1.31% 31
2024
Q1 		$1.43M Buy
+7,329
New +$1.41M 1.07% 30

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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

Gunn & Company Investment Management's HSY Position: Q3 2024 in Review

Gunn & Company Investment Management reduced its Hershey (HSY) stake by 93% in Q3 2024, selling an estimated $21.8M and leaving 8,350 shares worth $1.6M. The position accounts for 1.1% of the portfolio, ranked #29.

Gunn & Company Investment Management first reported a position in HSY in Q1 2024 and has held it in 3 quarters since. The position peaked at $22.1M in Q2 2024. 1,395 funds tracked by Wall St. Rank hold HSY as of Q3 2024.

  • Gunn & Company Investment Management held 8,350 shares of Hershey worth $1.6M as of Q3 2024.
  • Gunn & Company Investment Management sold 111,994 Hershey shares in Q3 2024, an estimated $21.8M.
  • Hershey made up 1.1% of Gunn & Company Investment Management's portfolio in Q3 2024, its #29 holding.
  • Gunn & Company Investment Management first reported a position in Hershey in Q1 2024 and has held it in 3 quarters since.
  • Gunn & Company Investment Management's Hershey position peaked at $22.1M in Q2 2024.
  • 1,395 funds tracked by Wall St. Rank held Hershey as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.