Kraft Davis & Associates’s Hershey HSY Stock Holding History

Kraft Davis & Associates’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	-1,579	Closed	-$301K	–	141
2023 Q4	$301K	Buy	+1,579	New	+$299K	0.09%	99

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Kraft Davis & Associates's HSY Position: Q1 2024 in Review

Kraft Davis & Associates sold out of Hershey (HSY) in Q1 2024, closing a stake of 1,579 shares — an estimated $301K sold.

Kraft Davis & Associates first reported a position in HSY in Q4 2023 and held it in 1 quarter. The position peaked at $301K in Q4 2023. 1,360 funds tracked by Wall St. Rank hold HSY as of Q1 2024.

Kraft Davis & Associates reported no remaining Hershey position as of Q1 2024 after selling out during the quarter.
Kraft Davis & Associates sold 1,579 Hershey shares in Q1 2024, an estimated $301K.
Kraft Davis & Associates first reported a position in Hershey in Q4 2023 and held it in 1 quarter.
Kraft Davis & Associates's Hershey position peaked at $301K in Q4 2023.
1,360 funds tracked by Wall St. Rank held Hershey as of Q1 2024.

Based on Kraft Davis & Associates's 13F filing for Q1 2024, filed 15 May 2024.