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HMS Capital Management’s Hershey HSY Stock Holding History

HMS 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 		– Sell
-3,563
Closed -$664K – 114
2023
Q4 		$664K Sell
3,563
-1,337
-27% -$253K 0.41% 53
2023
Q3 		$980K Sell
4,900
-114
-2% -$25.5K 0.65% 42
2023
Q2 		$1.25M Buy
5,014
+32
+0.6% +$8.39K 0.76% 36
2023
Q1 		$1.27M Sell
4,982
-124
-2% -$29.1K 0.8% 33
2022
Q4 		$1.18M Sell
5,106
-211
-4% -$48.6K 0.68% 31
2022
Q3 		$1.17M Buy
+5,317
New +$1.19M 0.71% 34

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Bank of America
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

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

HMS Capital Management sold out of Hershey (HSY) in Q1 2024, closing a stake of 3,563 shares — an estimated $664K sold.

HMS Capital Management first reported a position in HSY in Q3 2022 and held it in 6 quarters. The position peaked at $1.27M in Q1 2023. 1,360 funds tracked by Wall St. Rank hold HSY as of Q1 2024.

  • HMS Capital Management reported no remaining Hershey position as of Q1 2024 after selling out during the quarter.
  • HMS Capital Management sold 3,563 Hershey shares in Q1 2024, an estimated $664K.
  • HMS Capital Management first reported a position in Hershey in Q3 2022 and held it in 6 quarters.
  • HMS Capital Management's Hershey position peaked at $1.27M in Q1 2023.
  • 1,360 funds tracked by Wall St. Rank held Hershey as of Q1 2024.

Based on HMS Capital Management's 13F filing for Q1 2024, filed 24 Apr 2024.