Moody National Bank Trust Division’s Hershey HSY Stock Holding History

Moody National Bank Trust Division’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 Q4	–	Sell	-1,807	Closed	-$362K	–	570
2023 Q3	$362K	Buy	1,807 +235	+15%	+$52.6K	0.02%	468
2023 Q2	$393K	Hold	1,572	–	–	0.03%	446
2023 Q1	$400K	Buy	1,572 +105	+7%	+$24.7K	0.03%	431
2022 Q4	$340K	Hold	1,467	–	–	0.03%	454
2022 Q3	$323K	Hold	1,467	–	–	0.03%	441
2022 Q2	$316K	Buy	+1,467	New	+$320K	0.03%	389
2019 Q1	–	Sell	-118	Closed	-$13K	–	1275
2018 Q4	$13K	Buy	+118	New	+$12.5K	﹤0.01%	567

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

HTC

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Moody National Bank Trust Division's HSY Position: Q4 2023 in Review

Moody National Bank Trust Division sold out of Hershey (HSY) in Q4 2023, closing a stake of 1,807 shares — an estimated $362K sold.

Moody National Bank Trust Division first reported a position in HSY in Q4 2018 and held it in 7 quarters. The position peaked at $400K in Q1 2023. 1,348 funds tracked by Wall St. Rank hold HSY as of Q4 2023.

Moody National Bank Trust Division reported no remaining Hershey position as of Q4 2023 after selling out during the quarter.
Moody National Bank Trust Division sold 1,807 Hershey shares in Q4 2023, an estimated $362K.
Moody National Bank Trust Division first reported a position in Hershey in Q4 2018 and held it in 7 quarters.
Moody National Bank Trust Division's Hershey position peaked at $400K in Q1 2023.
1,348 funds tracked by Wall St. Rank held Hershey as of Q4 2023.

Based on Moody National Bank Trust Division's 13F filing for Q4 2023, filed 11 Jan 2024.