NF
HSY icon

Norwood Financial’s Hershey HSY Stock Holding History

Norwood Financial’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 		$4.86K Hold
25
– – 0.01% 262
2023
Q4 		$4.66K Hold
25
– – 0.01% 252
2023
Q3 		$5K Hold
25
– – 0.01% 243
2023
Q2 		$6.24K Hold
25
– – 0.01% 244
2023
Q1 		$6.36K Hold
25
– – 0.01% 236
2022
Q4 		$5.79K Hold
25
– – 0.01% 240
2022
Q3 		$6K Buy
+25
New +$5.6K 0.01% 239

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Bank of America
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

Norwood Financial's HSY Position: Q1 2024 in Review

Norwood Financial held its Hershey (HSY) position steady in Q1 2024 at 25 shares worth $4.86K. The position accounts for 0.01% of the portfolio, ranked #262.

Norwood Financial first reported a position in HSY in Q3 2022 and has held it in 7 quarters since. The position peaked at $6.36K in Q1 2023. 1,361 funds tracked by Wall St. Rank hold HSY as of Q1 2024.

  • Norwood Financial held 25 shares of Hershey worth $4.86K as of Q1 2024.
  • Norwood Financial left its Hershey share count unchanged in Q1 2024.
  • Hershey made up 0.01% of Norwood Financial's portfolio in Q1 2024, its #262 holding.
  • Norwood Financial first reported a position in Hershey in Q3 2022 and has held it in 7 quarters since.
  • Norwood Financial's Hershey position peaked at $6.36K in Q1 2023.
  • 1,361 funds tracked by Wall St. Rank held Hershey as of Q1 2024.

Based on Norwood Financial's 13F filing for Q1 2024, filed 16 Apr 2024.