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NewSquare Capital’s Hershey HSY Stock Holding History

NewSquare Capital’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
2025
Q3 		– Sell
-50
Closed -$8.3K – 649
2025
Q2 		$8.3K Buy
50
+5
+11% +$824 ﹤0.01% 699
2025
Q1 		$7.7K Buy
45
+31
+221% +$5.08K ﹤0.01% 603
2024
Q4 		$2.37K Buy
+14
New +$2.51K ﹤0.01% 512
2023
Q3 		– Sell
-20
Closed -$4.99K – 726
2023
Q2 		$4.99K Hold
20
– – ﹤0.01% 424
2023
Q1 		$5.09K Sell
20
-15,615
-100% -$3.67M ﹤0.01% 452
2022
Q4 		$3.62M Sell
15,635
-555
-3% -$128K 0.45% 83
2022
Q3 		$3.57M Buy
+16,190
New +$3.63M 0.45% 71
2022
Q2 		– Hold
0
– – – 431
2020
Q3 		– Sell
-2
Closed – – 365
2020
Q2 		$0 Buy
+2
New +$269 ﹤0.01% 406
2013
Q4 		– Sell
-44
Closed -$4K – 259
2013
Q3 		$4K Buy
+44
New +$4.1K ﹤0.01% 201

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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return