Highlander Capital Management’s Hershey HSY Stock Holding History

Highlander Capital 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 Q1	$50.4K	Buy	259 +90	+53%	+$17.4K	0.02%	382
2023 Q4	$31.5K	Buy	169 +94	+125%	+$17.8K	0.01%	466
2023 Q3	$15K	Hold	75	–	–	0.01%	579
2023 Q2	$19K	Hold	75	–	–	0.01%	451
2023 Q1	$19K	Hold	75	–	–	0.01%	432
2022 Q4	$17K	Hold	75	–	–	0.01%	423
2022 Q3	$17K	Hold	75	–	–	0.01%	414
2022 Q2	$16K	Hold	75	–	–	0.01%	428
2022 Q1	$16K	Hold	75	–	–	0.01%	434
2021 Q4	$15K	Hold	75	–	–	0.01%	433
2021 Q3	$13K	Hold	75	–	–	0.01%	436
2021 Q2	$13K	Hold	75	–	–	0.01%	453
2021 Q1	$12K	Hold	75	–	–	0.01%	462
2020 Q4	$11K	Hold	75	–	–	0.01%	473
2020 Q3	$11K	Hold	75	–	–	0.01%	467
2020 Q2	$10K	Hold	75	–	–	0.01%	476
2020 Q1	$10K	Hold	75	–	–	0.01%	477
2019 Q4	$11K	Hold	75	–	–	0.01%	493
2019 Q3	$12K	Hold	75	–	–	0.01%	507
2019 Q2	$10K	Hold	75	–	–	0.01%	546
2019 Q1	$9K	Hold	75	–	–	0.01%	573
2018 Q4	$8K	Hold	75	–	–	0.01%	577
2018 Q3	$8K	Hold	75	–	–	﹤0.01%	611
2018 Q2	$7K	Hold	75	–	–	﹤0.01%	638
2018 Q1	$7K	Hold	75	–	–	﹤0.01%	635
2017 Q4	$9K	Hold	75	–	–	0.01%	603
2017 Q3	$8K	Hold	75	–	–	0.01%	624
2017 Q2	$8K	Hold	75	–	–	0.01%	624
2017 Q1	$8K	Hold	75	–	–	0.01%	630
2016 Q4	$8K	Hold	75	–	–	0.01%	629
2016 Q3	$7K	Buy	+75	New	+$7.93K	0.01%	651

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

HTC

Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

Highlander Capital Management's HSY Position: Q1 2024 in Review

Highlander Capital Management increased its Hershey (HSY) stake by 53% in Q1 2024, buying an estimated $17.4K and bringing the position to 259 shares worth $50.4K. The position accounts for 0.02% of the portfolio, ranked #382.

Highlander Capital Management first reported a position in HSY in Q3 2016 and has held it in 31 quarters since. 1,360 funds tracked by Wall St. Rank hold HSY as of Q1 2024.

Highlander Capital Management held 259 shares of Hershey worth $50.4K as of Q1 2024.
Highlander Capital Management bought 90 Hershey shares in Q1 2024, an estimated $17.4K.
Hershey made up 0.02% of Highlander Capital Management's portfolio in Q1 2024, its #382 holding.
Highlander Capital Management first reported a position in Hershey in Q3 2016 and has held it in 31 quarters since.
1,360 funds tracked by Wall St. Rank held Hershey as of Q1 2024.

Based on Highlander Capital Management's 13F filing for Q1 2024, filed 20 May 2024.