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NovaPoint Capital’s Hershey HSY Stock Holding History

NovaPoint 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
Q2 		– Sell
-1,104
Closed -$215K – 137
2024
Q1 		$215K Sell
1,104
-116
-10% -$22.4K 0.08% 132
2023
Q4 		$227K Hold
1,220
– – 0.08% 124
2023
Q3 		$244K Hold
1,220
– – 0.1% 115
2023
Q2 		$305K Buy
1,220
+100
+9% +$26.2K 0.11% 102
2023
Q1 		$285K Buy
+1,120
New +$263K 0.12% 103
2022
Q1 		– Sell
-1,250
Closed -$242K – 139
2021
Q4 		$242K Sell
1,250
-16
-1% -$2.9K 0.09% 126
2021
Q3 		$214K Buy
1,266
+16
+1% +$2.83K 0.09% 123
2021
Q2 		$218K Buy
+1,250
New +$211K 0.09% 115

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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 $570B AUM 27.57% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NovaPoint Capital's HSY Position: Q2 2024 in Review

NovaPoint Capital sold out of Hershey (HSY) in Q2 2024, closing a stake of 1,104 shares — an estimated $215K sold.

NovaPoint Capital first reported a position in HSY in Q2 2021 and held it in 8 quarters. The position peaked at $305K in Q2 2023. 1,382 funds tracked by Wall St. Rank hold HSY as of Q2 2024.

  • NovaPoint Capital reported no remaining Hershey position as of Q2 2024 after selling out during the quarter.
  • NovaPoint Capital sold 1,104 Hershey shares in Q2 2024, an estimated $215K.
  • NovaPoint Capital first reported a position in Hershey in Q2 2021 and held it in 8 quarters.
  • NovaPoint Capital's Hershey position peaked at $305K in Q2 2023.
  • 1,382 funds tracked by Wall St. Rank held Hershey as of Q2 2024.

Based on NovaPoint Capital's 13F filing for Q2 2024, filed 10 Jul 2024.