Nitorum Capital’s Hershey HSY Stock Holding History

Nitorum 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
2024 Q1	–	Sell	-104,725	Closed	-$19.5M	–	29
2023 Q4	$19.5M	Buy	104,725 +32,525	+45%	+$6.16M	2.09%	24
2023 Q3	$14.4M	Buy	+72,200	New	+$16.2M	1.58%	26

Other funds holding HSY

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HTC

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

Nitorum Capital's HSY Position: Q1 2024 in Review

Nitorum Capital sold out of Hershey (HSY) in Q1 2024, closing a stake of 104,725 shares — an estimated $19.5M sold.

Nitorum Capital first reported a position in HSY in Q3 2023 and held it in 2 quarters. The position peaked at $19.5M in Q4 2023. 1,361 funds tracked by Wall St. Rank hold HSY as of Q1 2024.

Nitorum Capital reported no remaining Hershey position as of Q1 2024 after selling out during the quarter.
Nitorum Capital sold 104,725 Hershey shares in Q1 2024, an estimated $19.5M.
Nitorum Capital first reported a position in Hershey in Q3 2023 and held it in 2 quarters.
Nitorum Capital's Hershey position peaked at $19.5M in Q4 2023.
1,361 funds tracked by Wall St. Rank held Hershey as of Q1 2024.

Based on Nitorum Capital's 13F filing for Q1 2024, filed 15 May 2024.