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Kapitalo Investimentos’s Hershey HSY Stock Holding History

Kapitalo Investimentos’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
-980
Closed -$183K – 396
2023
Q4 		$183K Sell
980
-258
-21% -$48.9K 0.04% 290
2023
Q3 		$248K Buy
1,238
+80
+7% +$17.9K 0.03% 239
2023
Q2 		$289K Buy
+1,158
New +$304K 0.05% 185

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

Kapitalo Investimentos's HSY Position: Q1 2024 in Review

Kapitalo Investimentos sold out of Hershey (HSY) in Q1 2024, closing a stake of 980 shares — an estimated $183K sold.

Kapitalo Investimentos first reported a position in HSY in Q2 2023 and held it in 3 quarters. The position peaked at $289K in Q2 2023. 1,360 funds tracked by Wall St. Rank hold HSY as of Q1 2024.

  • Kapitalo Investimentos reported no remaining Hershey position as of Q1 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 980 Hershey shares in Q1 2024, an estimated $183K.
  • Kapitalo Investimentos first reported a position in Hershey in Q2 2023 and held it in 3 quarters.
  • Kapitalo Investimentos's Hershey position peaked at $289K in Q2 2023.
  • 1,360 funds tracked by Wall St. Rank held Hershey as of Q1 2024.

Based on Kapitalo Investimentos's 13F filing for Q1 2024, filed 15 May 2024.