Horan Securities’s Hershey HSY Stock Holding History

Horan Securities’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 Q3	–	Sell	-28	Closed	-$7.08K	–	336
2023 Q2	$7.08K	Hold	28	–	–	﹤0.01%	433
2023 Q1	$7.18K	Hold	28	–	–	﹤0.01%	427
2022 Q4	$6.51K	Buy	+28	New	+$6.46K	﹤0.01%	419

Other funds holding HSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

HTC

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Horan Securities's HSY Position: Q3 2023 in Review

Horan Securities sold out of Hershey (HSY) in Q3 2023, closing a stake of 28 shares — an estimated $7.08K sold.

Horan Securities first reported a position in HSY in Q4 2022 and held it in 3 quarters. The position peaked at $7.18K in Q1 2023. 1,297 funds tracked by Wall St. Rank hold HSY as of Q3 2023.

Horan Securities reported no remaining Hershey position as of Q3 2023 after selling out during the quarter.
Horan Securities sold 28 Hershey shares in Q3 2023, an estimated $7.08K.
Horan Securities first reported a position in Hershey in Q4 2022 and held it in 3 quarters.
Horan Securities's Hershey position peaked at $7.18K in Q1 2023.
1,297 funds tracked by Wall St. Rank held Hershey as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.