HB
HSY icon

Horizon Bancorp’s Hershey HSY Stock Holding History

Horizon Bancorp’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
-1,000
Closed -$194K – 228
2024
Q1 		$194K Hold
1,000
– – 0.09% 62
2023
Q4 		$186K Buy
+1,000
New +$189K 0.09% 57
2023
Q1 		– Sell
-100
Closed -$23K – 200
2022
Q4 		$23K Buy
+100
New +$23.1K 0.01% 143
2020
Q3 		$281K Buy
1,959
+244
+14% +$34.6K 0.4% 72
2020
Q2 		$222K Sell
1,715
-791
-32% -$106K 0.24% 81
2020
Q1 		$332K Sell
2,506
-79
-3% -$11.7K 0.51% 60
2019
Q4 		$380K Buy
+2,585
New +$383K 0.36% 78

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Horizon Bancorp's HSY Position: Q2 2024 in Review

Horizon Bancorp sold out of Hershey (HSY) in Q2 2024, closing a stake of 1,000 shares — an estimated $194K sold.

Horizon Bancorp first reported a position in HSY in Q4 2019 and held it in 7 quarters. The position peaked at $380K in Q4 2019. 1,382 funds tracked by Wall St. Rank hold HSY as of Q2 2024.

  • Horizon Bancorp reported no remaining Hershey position as of Q2 2024 after selling out during the quarter.
  • Horizon Bancorp sold 1,000 Hershey shares in Q2 2024, an estimated $194K.
  • Horizon Bancorp first reported a position in Hershey in Q4 2019 and held it in 7 quarters.
  • Horizon Bancorp's Hershey position peaked at $380K in Q4 2019.
  • 1,382 funds tracked by Wall St. Rank held Hershey as of Q2 2024.

Based on Horizon Bancorp's 13F filing for Q2 2024, filed 24 Jul 2024.