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 $5.7T AUM 30.48% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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