MCM
HSY icon

Monument Capital Management’s Hershey HSY Stock Holding History

Monument 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
2023
Q3 		– Sell
-1,823
Closed -$455K – 178
2023
Q2 		$455K Buy
1,823
+4
+0.2% +$1.05K 0.15% 112
2023
Q1 		$463K Buy
1,819
+91
+5% +$21.4K 0.15% 103
2022
Q4 		$400K Buy
1,728
+143
+9% +$33K 0.14% 112
2022
Q3 		$350K Buy
+1,585
New +$355K 0.13% 117

Other funds holding HSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Monument Capital Management's HSY Position: Q3 2023 in Review

Monument Capital Management sold out of Hershey (HSY) in Q3 2023, closing a stake of 1,823 shares — an estimated $455K sold.

Monument Capital Management first reported a position in HSY in Q3 2022 and held it in 4 quarters. The position peaked at $463K in Q1 2023. 1,297 funds tracked by Wall St. Rank hold HSY as of Q3 2023.

  • Monument Capital Management reported no remaining Hershey position as of Q3 2023 after selling out during the quarter.
  • Monument Capital Management sold 1,823 Hershey shares in Q3 2023, an estimated $455K.
  • Monument Capital Management first reported a position in Hershey in Q3 2022 and held it in 4 quarters.
  • Monument Capital Management's Hershey position peaked at $463K in Q1 2023.
  • 1,297 funds tracked by Wall St. Rank held Hershey as of Q3 2023.

Based on Monument Capital Management's 13F filing for Q3 2023, filed 25 Oct 2023.