Meritage Group’s Hershey HSY Stock Holding History

Meritage Group’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	–	Sell	-1,081	Closed	-$210K	–	64
2024 Q1	$210K	Sell	1,081 -73	-6%	-$14.1K	﹤0.01%	54
2023 Q4	$215K	Sell	1,154 -22	-2%	-$4.17K	﹤0.01%	53
2023 Q3	$235K	Buy	+1,176	New	+$263K	0.01%	42

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HTC

Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Meritage Group's HSY Position: Q2 2024 in Review

Meritage Group sold out of Hershey (HSY) in Q2 2024, closing a stake of 1,081 shares — an estimated $210K sold.

Meritage Group first reported a position in HSY in Q3 2023 and held it in 3 quarters. The position peaked at $235K in Q3 2023. 1,382 funds tracked by Wall St. Rank hold HSY as of Q2 2024.

Meritage Group reported no remaining Hershey position as of Q2 2024 after selling out during the quarter.
Meritage Group sold 1,081 Hershey shares in Q2 2024, an estimated $210K.
Meritage Group first reported a position in Hershey in Q3 2023 and held it in 3 quarters.
Meritage Group's Hershey position peaked at $235K in Q3 2023.
1,382 funds tracked by Wall St. Rank held Hershey as of Q2 2024.

Based on Meritage Group's 13F filing for Q2 2024, filed 13 Aug 2024.