New Hampshire Trust’s Hershey HSY Stock Holding History

New Hampshire Trust’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	-830	Closed	-$207K	–	170
2023 Q2	$207K	Sell	830 -65	-7%	-$17K	0.05%	163
2023 Q1	$228K	Sell	895 -20	-2%	-$4.7K	0.06%	157
2022 Q4	$212K	Buy	+915	New	+$211K	0.06%	165

Other funds holding HSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

New Hampshire Trust's HSY Position: Q3 2023 in Review

New Hampshire Trust sold out of Hershey (HSY) in Q3 2023, closing a stake of 830 shares — an estimated $207K sold.

New Hampshire Trust first reported a position in HSY in Q4 2022 and held it in 3 quarters. The position peaked at $228K in Q1 2023. 1,297 funds tracked by Wall St. Rank hold HSY as of Q3 2023.

New Hampshire Trust reported no remaining Hershey position as of Q3 2023 after selling out during the quarter.
New Hampshire Trust sold 830 Hershey shares in Q3 2023, an estimated $207K.
New Hampshire Trust first reported a position in Hershey in Q4 2022 and held it in 3 quarters.
New Hampshire Trust's Hershey position peaked at $228K in Q1 2023.
1,297 funds tracked by Wall St. Rank held Hershey as of Q3 2023.

Based on New Hampshire Trust's 13F filing for Q3 2023, filed 17 Oct 2023.