New Potomac Partners’s Hershey HSY Stock Holding History

New Potomac Partners’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 Q3	$28.8K	Buy	+150	New	+$29.2K	0.01%	132
2020 Q4	–	Sell	-150	Closed	-$22K	–	87
2020 Q3	$22K	Hold	150	–	–	0.02%	103
2020 Q2	$19K	Hold	150	–	–	0.02%	108
2020 Q1	$20K	Hold	150	–	–	0.02%	106
2019 Q4	$22K	Hold	150	–	–	0.02%	111
2019 Q3	$23K	Hold	150	–	–	0.02%	110
2019 Q2	$20K	Hold	150	–	–	0.02%	116
2019 Q1	$17K	Hold	150	–	–	0.02%	118
2018 Q4	$16K	Sell	150 -9,115	-98%	-$969K	0.02%	129
2018 Q3	$945K	Sell	9,265 -4,585	-33%	-$453K	0.88%	45
2018 Q2	$1.29M	Sell	13,850 -3,520	-20%	-$328K	1.25%	38
2018 Q1	$1.72M	Sell	17,370 -555	-3%	-$57.3K	1.69%	30
2017 Q4	$2.04M	Buy	+17,925	New	+$1.97M	1.94%	19

Other funds holding HSY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HTC

Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return

New Potomac Partners's HSY Position: Q3 2024 in Review

New Potomac Partners opened a new position in Hershey (HSY) in Q3 2024: 150 shares worth $28.8K. The stake represents 0.01% of the portfolio and ranks #132 among its holdings. This is a return to the name: New Potomac Partners previously reported a position in HSY as recently as Q3 2020.

New Potomac Partners first reported a position in HSY in Q4 2017 and has held it in 13 quarters since. The position peaked at $2.04M in Q4 2017. 1,395 funds tracked by Wall St. Rank hold HSY as of Q3 2024.

New Potomac Partners held 150 shares of Hershey worth $28.8K as of Q3 2024.
Hershey was a new New Potomac Partners position in Q3 2024.
Hershey made up 0.01% of New Potomac Partners's portfolio in Q3 2024, its #132 holding.
New Potomac Partners first reported a position in Hershey in Q4 2017 and has held it in 13 quarters since.
New Potomac Partners's Hershey position peaked at $2.04M in Q4 2017.
1,395 funds tracked by Wall St. Rank held Hershey as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.