O'Dell Group’s Hershey HSY Stock Holding History

O'Dell Group’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	-97	Closed	-$18.1K	–	257
2023 Q4	$18.1K	Buy	+97	New	+$18.4K	﹤0.01%	302
2023 Q3	–	Sell	-128	Closed	-$32K	–	248
2023 Q2	$32K	Buy	+128	New	+$33.6K	0.01%	234
2022 Q4	–	Sell	-128	Closed	-$28K	–	217
2022 Q3	$28K	Hold	128	–	–	0.01%	189
2022 Q2	$28K	Hold	128	–	–	0.01%	201
2022 Q1	$28K	Hold	128	–	–	0.01%	227
2021 Q4	$25K	Buy	128 +67	+110%	+$12.1K	0.01%	221
2021 Q3	$10K	Buy	+61	New	+$10.8K	﹤0.01%	292

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

O'Dell Group's HSY Position: Q1 2024 in Review

O'Dell Group sold out of Hershey (HSY) in Q1 2024, closing a stake of 97 shares — an estimated $18.1K sold.

O'Dell Group first reported a position in HSY in Q3 2021 and held it in 7 quarters. The position peaked at $32K in Q2 2023. 1,360 funds tracked by Wall St. Rank hold HSY as of Q1 2024.

O'Dell Group reported no remaining Hershey position as of Q1 2024 after selling out during the quarter.
O'Dell Group sold 97 Hershey shares in Q1 2024, an estimated $18.1K.
O'Dell Group first reported a position in Hershey in Q3 2021 and held it in 7 quarters.
O'Dell Group's Hershey position peaked at $32K in Q2 2023.
1,360 funds tracked by Wall St. Rank held Hershey as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.