Hapanowicz & Associates Financial Services’s Hershey HSY Stock Holding History

Hapanowicz & Associates Financial Services’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	–	Sell	-1,200	Closed	-$233K	–	31
2024 Q1	$233K	Hold	1,200	–	–	0.13%	25
2023 Q4	$224K	Hold	1,200	–	–	0.14%	28
2023 Q3	$240K	Hold	1,200	–	–	0.17%	24
2023 Q2	$300K	Hold	1,200	–	–	0.2%	24
2023 Q1	$305K	Hold	1,200	–	–	0.21%	22
2022 Q4	$278K	Hold	1,200	–	–	0.2%	21
2022 Q3	$265K	Hold	1,200	–	–	0.24%	21
2022 Q2	$258K	Hold	1,200	–	–	0.2%	22
2022 Q1	$260K	Hold	1,200	–	–	0.12%	19
2021 Q4	$232K	Hold	1,200	–	–	0.1%	28
2021 Q3	$203K	Hold	1,200	–	–	0.09%	29
2021 Q2	$209K	Buy	+1,200	New	+$202K	0.09%	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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hapanowicz & Associates Financial Services's HSY Position: Q2 2024 in Review

Hapanowicz & Associates Financial Services sold out of Hershey (HSY) in Q2 2024, closing a stake of 1,200 shares — an estimated $233K sold.

Hapanowicz & Associates Financial Services first reported a position in HSY in Q2 2021 and held it in 12 quarters. The position peaked at $305K in Q1 2023. 1,382 funds tracked by Wall St. Rank hold HSY as of Q2 2024.

Hapanowicz & Associates Financial Services reported no remaining Hershey position as of Q2 2024 after selling out during the quarter.
Hapanowicz & Associates Financial Services sold 1,200 Hershey shares in Q2 2024, an estimated $233K.
Hapanowicz & Associates Financial Services first reported a position in Hershey in Q2 2021 and held it in 12 quarters.
Hapanowicz & Associates Financial Services's Hershey position peaked at $305K in Q1 2023.
1,382 funds tracked by Wall St. Rank held Hershey as of Q2 2024.

Based on Hapanowicz & Associates Financial Services's 13F filing for Q2 2024, filed 26 Jul 2024.