Meitav Investment House’s Hershey HSY Stock Holding History

Meitav Investment House’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	-3,860	Closed	-$711K	–	271
2023 Q4	$711K	Hold	3,860	–	–	0.01%	227
2023 Q3	$779K	Hold	3,860	–	–	0.01%	222
2023 Q2	$960K	Hold	3,860	–	–	0.02%	226
2023 Q1	$978K	Hold	3,860	–	–	0.02%	231
2022 Q4	$900K	Hold	3,860	–	–	0.02%	251
2022 Q3	$864K	Hold	3,860	–	–	0.02%	244
2022 Q2	$831K	Buy	+3,860	New	+$841K	0.01%	246

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

Meitav Investment House's HSY Position: Q1 2024 in Review

Meitav Investment House sold out of Hershey (HSY) in Q1 2024, closing a stake of 3,860 shares — an estimated $711K sold.

Meitav Investment House first reported a position in HSY in Q2 2022 and held it in 7 quarters. The position peaked at $978K in Q1 2023. 1,360 funds tracked by Wall St. Rank hold HSY as of Q1 2024.

Meitav Investment House reported no remaining Hershey position as of Q1 2024 after selling out during the quarter.
Meitav Investment House sold 3,860 Hershey shares in Q1 2024, an estimated $711K.
Meitav Investment House first reported a position in Hershey in Q2 2022 and held it in 7 quarters.
Meitav Investment House's Hershey position peaked at $978K in Q1 2023.
1,360 funds tracked by Wall St. Rank held Hershey as of Q1 2024.

Based on Meitav Investment House's 13F filing for Q1 2024, filed 1 May 2024.