Mainstay Capital Management’s Hershey HSY Stock Holding History

Mainstay Capital 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 Q1	–	Sell	-2,000	Closed	-$373K	–	119
2023 Q4	$373K	Buy	+2,000	New	+$379K	0.07%	78
2023 Q3	–	Sell	-2,000	Closed	-$499K	–	97
2023 Q2	$499K	Hold	2,000	–	–	0.09%	68
2023 Q1	$509K	Hold	2,000	–	–	0.1%	67
2022 Q4	$463K	Hold	2,000	–	–	0.1%	74
2022 Q3	$441K	Hold	2,000	–	–	0.11%	72
2022 Q2	$430K	Hold	2,000	–	–	0.1%	74
2022 Q1	$433K	Hold	2,000	–	–	0.08%	83
2021 Q4	$387K	Buy	+2,000	New	+$362K	0.12%	88
2021 Q3	–	Sell	-2,000	Closed	-$348K	–	112
2021 Q2	$348K	Hold	2,000	–	–	0.08%	94
2021 Q1	$316K	Hold	2,000	–	–	0.1%	97
2020 Q4	$305K	Hold	2,000	–	–	0.09%	94
2020 Q3	$287K	Hold	2,000	–	–	0.08%	94
2020 Q2	$259K	Hold	2,000	–	–	0.08%	101
2020 Q1	$265K	Hold	2,000	–	–	0.09%	81
2019 Q4	$294K	Hold	2,000	–	–	0.07%	88
2019 Q3	$310K	Hold	2,000	–	–	0.17%	77
2019 Q2	$268K	Buy	+2,000	New	+$254K	0.14%	85

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

Mainstay Capital Management's HSY Position: Q1 2024 in Review

Mainstay Capital Management sold out of Hershey (HSY) in Q1 2024, closing a stake of 2,000 shares — an estimated $373K sold.

Mainstay Capital Management first reported a position in HSY in Q2 2019 and held it in 17 quarters. The position peaked at $509K in Q1 2023. 1,360 funds tracked by Wall St. Rank hold HSY as of Q1 2024.

Mainstay Capital Management reported no remaining Hershey position as of Q1 2024 after selling out during the quarter.
Mainstay Capital Management sold 2,000 Hershey shares in Q1 2024, an estimated $373K.
Mainstay Capital Management first reported a position in Hershey in Q2 2019 and held it in 17 quarters.
Mainstay Capital Management's Hershey position peaked at $509K in Q1 2023.
1,360 funds tracked by Wall St. Rank held Hershey as of Q1 2024.

Based on Mainstay Capital Management's 13F filing for Q1 2024, filed 30 Apr 2024.