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Mitchell Capital Management’s Hershey HSY Stock Holding History

Mitchell 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
Q2 		– Sell
-16,215
Closed -$3.15M – 122
2024
Q1 		$3.15M Buy
+16,215
New +$3.13M 0.61% 54
2023
Q2 		– Sell
-9,630
Closed -$2.45M – 116
2023
Q1 		$2.45M Buy
9,630
+165
+2% +$38.8K 0.61% 62
2022
Q4 		$2.19M Sell
9,465
-50
-0.5% -$11.5K 0.61% 62
2022
Q3 		$2.1M Buy
9,515
+274
+3% +$61.4K 0.6% 61
2022
Q2 		$1.99M Buy
+9,241
New +$2.01M 0.56% 62

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mitchell Capital Management's HSY Position: Q2 2024 in Review

Mitchell Capital Management sold out of Hershey (HSY) in Q2 2024, closing a stake of 16,215 shares — an estimated $3.15M sold.

Mitchell Capital Management first reported a position in HSY in Q2 2022 and held it in 5 quarters. The position peaked at $3.15M in Q1 2024. 1,383 funds tracked by Wall St. Rank hold HSY as of Q2 2024.

  • Mitchell Capital Management reported no remaining Hershey position as of Q2 2024 after selling out during the quarter.
  • Mitchell Capital Management sold 16,215 Hershey shares in Q2 2024, an estimated $3.15M.
  • Mitchell Capital Management first reported a position in Hershey in Q2 2022 and held it in 5 quarters.
  • Mitchell Capital Management's Hershey position peaked at $3.15M in Q1 2024.
  • 1,383 funds tracked by Wall St. Rank held Hershey as of Q2 2024.

Based on Mitchell Capital Management's 13F filing for Q2 2024, filed 8 Aug 2024.