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Institutional & Family Asset Management’s Hershey HSY Stock Holding History

Institutional & Family Asset 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
Q2 		$9.19K Hold
50
– – ﹤0.01% 428
2024
Q1 		$9.72K Hold
50
– – ﹤0.01% 415
2023
Q4 		$9.32K Sell
50
-50
-50% -$9.47K ﹤0.01% 402
2023
Q3 		$20K Hold
100
– – ﹤0.01% 305
2023
Q2 		$25K Buy
+100
New +$26.2K ﹤0.01% 290
2023
Q1 		– Sell
-5
Closed -$1.16K – 742
2022
Q4 		$1.16K Buy
+5
New +$1.15K ﹤0.01% 596
2018
Q4 		– Sell
-1,690
Closed -$172K – 849
2018
Q3 		$172K Hold
1,690
– – 0.03% 205
2018
Q2 		$157K Sell
1,690
-31,785
-95% -$2.96M 0.03% 209
2018
Q1 		$3.31M Sell
33,475
-4,693
-12% -$485K 0.7% 56
2017
Q4 		$4.33M Buy
38,168
+3,331
+10% +$366K 0.83% 49
2017
Q3 		$3.8M Sell
34,837
-456
-1% -$48.6K 0.76% 45
2017
Q2 		$3.79M Buy
35,293
+684
+2% +$75.5K 0.93% 36
2017
Q1 		$3.78M Sell
34,609
-744
-2% -$79.8K 1.18% 33
2016
Q4 		$3.66M Buy
35,353
+553
+2% +$54.6K 1.15% 39
2016
Q3 		$3.33M Buy
34,800
+1,192
+4% +$126K 1.11% 51
2016
Q2 		$3.81M Buy
33,608
+6,222
+23% +$582K 1.33% 12
2016
Q1 		$2.44M Sell
27,386
-63
-0.2% -$5.62K 0.91% 56
2015
Q4 		$2.45M Buy
+27,449
New +$2.46M 0.92% 56

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Institutional & Family Asset Management's HSY Position: Q2 2024 in Review

Institutional & Family Asset Management held its Hershey (HSY) position steady in Q2 2024 at 50 shares worth $9.19K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Institutional & Family Asset Management first reported a position in HSY in Q4 2015 and has held it in 18 quarters since. The position peaked at $4.33M in Q4 2017. 1,383 funds tracked by Wall St. Rank hold HSY as of Q2 2024.

  • Institutional & Family Asset Management held 50 shares of Hershey worth $9.19K as of Q2 2024.
  • Institutional & Family Asset Management left its Hershey share count unchanged in Q2 2024.
  • Hershey made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #428 holding.
  • Institutional & Family Asset Management first reported a position in Hershey in Q4 2015 and has held it in 18 quarters since.
  • Institutional & Family Asset Management's Hershey position peaked at $4.33M in Q4 2017.
  • 1,383 funds tracked by Wall St. Rank held Hershey as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.