GW
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GW & Wade’s Hershey HSY Stock Holding History

GW & Wade’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 		$350K Buy
1,878
+265
+16% +$50.2K 0.01% 330
2023
Q3 		$323K Buy
1,613
+564
+54% +$126K 0.01% 316
2023
Q2 		$262K Buy
1,049
+255
+32% +$66.9K 0.01% 339
2023
Q1 		$202K Sell
794
-84
-10% -$19.7K 0.01% 359
2022
Q4 		$203K Buy
+878
New +$202K 0.01% 365
2022
Q3 		– Sell
-935
Closed -$201K – 393
2022
Q2 		$201K Hold
935
– – 0.01% 367
2022
Q1 		$202K Buy
+935
New +$190K 0.01% 378
2021
Q1 		– Sell
-1,449
Closed -$221K – 359
2020
Q4 		$221K Buy
+1,449
New +$214K 0.01% 288

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

GW & Wade's HSY Position: Q4 2023 in Review

GW & Wade increased its Hershey (HSY) stake by 16% in Q4 2023, buying an estimated $50.2K and bringing the position to 1,878 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #330.

GW & Wade first reported a position in HSY in Q4 2020 and has held it in 8 quarters since. 1,348 funds tracked by Wall St. Rank hold HSY as of Q4 2023.

  • GW & Wade held 1,878 shares of Hershey worth $350K as of Q4 2023.
  • GW & Wade bought 265 Hershey shares in Q4 2023, an estimated $50.2K.
  • Hershey made up 0.01% of GW & Wade's portfolio in Q4 2023, its #330 holding.
  • GW & Wade first reported a position in Hershey in Q4 2020 and has held it in 8 quarters since.
  • 1,348 funds tracked by Wall St. Rank held Hershey as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.