Nichols & Pratt Advisers’s Hershey HSY Stock Holding History

Nichols & Pratt Advisers’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	-915	Closed	-$228K	–	108
2023 Q2	$228K	Hold	915	–	–	0.02%	102
2023 Q1	$233K	Hold	915	–	–	0.02%	97
2022 Q4	$212K	Hold	915	–	–	0.02%	93
2022 Q3	$202K	Buy	+915	New	+$205K	0.02%	90

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

Nichols & Pratt Advisers's HSY Position: Q3 2023 in Review

Nichols & Pratt Advisers sold out of Hershey (HSY) in Q3 2023, closing a stake of 915 shares — an estimated $228K sold.

Nichols & Pratt Advisers first reported a position in HSY in Q3 2022 and held it in 4 quarters. The position peaked at $233K in Q1 2023. 1,297 funds tracked by Wall St. Rank hold HSY as of Q3 2023.

Nichols & Pratt Advisers reported no remaining Hershey position as of Q3 2023 after selling out during the quarter.
Nichols & Pratt Advisers sold 915 Hershey shares in Q3 2023, an estimated $228K.
Nichols & Pratt Advisers first reported a position in Hershey in Q3 2022 and held it in 4 quarters.
Nichols & Pratt Advisers's Hershey position peaked at $233K in Q1 2023.
1,297 funds tracked by Wall St. Rank held Hershey as of Q3 2023.

Based on Nichols & Pratt Advisers's 13F filing for Q3 2023, filed 9 Nov 2023.