Northwest Investment Counselors’s Hershey HSY Stock Holding History

Northwest Investment Counselors’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	$121K	Buy	+632	New	+$123K	0.03%	178
2024 Q2	–	Sell	-632	Closed	-$123K	–	306
2024 Q1	$123K	Buy	+632	New	+$122K	0.03%	167
2023 Q4	–	Sell	-632	Closed	-$126K	–	308
2023 Q3	$126K	Sell	632 -1,200	-66%	-$269K	0.04%	164
2023 Q2	$457K	Hold	1,832	–	–	0.12%	113
2023 Q1	$466K	Hold	1,832	–	–	0.13%	116
2022 Q4	$424K	Hold	1,832	–	–	0.12%	119
2022 Q3	$404K	Hold	1,832	–	–	0.13%	115
2022 Q2	$394K	Sell	1,832 -6	-0.3%	-$1.31K	0.12%	119
2022 Q1	$398K	Buy	1,838 +6	+0.3%	+$1.22K	0.11%	120
2021 Q4	$354K	Hold	1,832	–	–	0.09%	125
2021 Q3	$310K	Hold	1,832	–	–	0.09%	126
2021 Q2	$319K	Hold	1,832	–	–	0.09%	126
2021 Q1	$290K	Hold	1,832	–	–	0.08%	129
2020 Q4	$279K	Hold	1,832	–	–	0.09%	131
2020 Q3	$263K	Hold	1,832	–	–	0.09%	119
2020 Q2	$237K	Hold	1,832	–	–	0.09%	126
2020 Q1	$243K	Buy	+1,832	New	+$270K	0.11%	126
2019 Q4	–	Sell	-632	Closed	-$98K	–	311
2019 Q3	$98K	Buy	+632	New	+$95.4K	0.03%	174

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

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 New York $1.56T AUM 27.86% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HTC

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

Northwest Investment Counselors's HSY Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in Hershey (HSY) in Q3 2024: 632 shares worth $121K. The stake represents 0.03% of the portfolio and ranks #178 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in HSY as recently as Q1 2024.

Northwest Investment Counselors first reported a position in HSY in Q3 2019 and has held it in 18 quarters since. The position peaked at $466K in Q1 2023. 1,395 funds tracked by Wall St. Rank hold HSY as of Q3 2024.

Northwest Investment Counselors held 632 shares of Hershey worth $121K as of Q3 2024.
Hershey was a new Northwest Investment Counselors position in Q3 2024.
Hershey made up 0.03% of Northwest Investment Counselors's portfolio in Q3 2024, its #178 holding.
Northwest Investment Counselors first reported a position in Hershey in Q3 2019 and has held it in 18 quarters since.
Northwest Investment Counselors's Hershey position peaked at $466K in Q1 2023.
1,395 funds tracked by Wall St. Rank held Hershey as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.