Homestead Advisers’s Hershey HSY Stock Holding History

Homestead Advisers’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	-785	Closed	-$153K	–	113
2024 Q1	$153K	Hold	785	–	–	﹤0.01%	107
2023 Q4	$146K	Hold	785	–	–	﹤0.01%	108
2023 Q3	$157K	Hold	785	–	–	﹤0.01%	102
2023 Q2	$196K	Hold	785	–	–	0.01%	100
2023 Q1	$200K	Buy	785 +98	+14%	+$23K	0.01%	104
2022 Q4	$159K	Buy	687 +24	+4%	+$5.53K	﹤0.01%	100
2022 Q3	$146K	Buy	663 +16	+2%	+$3.59K	﹤0.01%	107
2022 Q2	$139K	Buy	647 +127	+24%	+$27.7K	﹤0.01%	107
2022 Q1	$113K	Buy	520 +71	+16%	+$14.4K	﹤0.01%	111
2021 Q4	$87K	Buy	449 +107	+31%	+$19.4K	﹤0.01%	117
2021 Q3	$58K	Buy	342 +124	+57%	+$21.9K	﹤0.01%	121
2021 Q2	$38K	Buy	+218	New	+$36.7K	﹤0.01%	123

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

Homestead Advisers's HSY Position: Q2 2024 in Review

Homestead Advisers sold out of Hershey (HSY) in Q2 2024, closing a stake of 785 shares — an estimated $153K sold.

Homestead Advisers first reported a position in HSY in Q2 2021 and held it in 12 quarters. The position peaked at $200K in Q1 2023. 1,382 funds tracked by Wall St. Rank hold HSY as of Q2 2024.

Homestead Advisers reported no remaining Hershey position as of Q2 2024 after selling out during the quarter.
Homestead Advisers sold 785 Hershey shares in Q2 2024, an estimated $153K.
Homestead Advisers first reported a position in Hershey in Q2 2021 and held it in 12 quarters.
Homestead Advisers's Hershey position peaked at $200K in Q1 2023.
1,382 funds tracked by Wall St. Rank held Hershey as of Q2 2024.

Based on Homestead Advisers's 13F filing for Q2 2024, filed 23 Jul 2024.