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Orion Capital Management’s Hershey HSY Stock Holding History

Orion Capital Management’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
-250
Closed -$46.6K – 514
2023
Q4 		$46.6K Hold
250
– – 0.03% 253
2023
Q3 		$50K Buy
+250
New +$56K 0.03% 226
2023
Q2 		– Sell
-250
Closed -$63.6K – 272
2023
Q1 		$63.6K Hold
250
– – 0.04% 197
2022
Q4 		$57.9K Hold
250
– – 0.04% 188
2022
Q3 		$55K Hold
250
– – 0.04% 189
2022
Q2 		$54K Buy
+250
New +$54.5K 0.04% 189

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

Orion Capital Management's HSY Position: Q1 2024 in Review

Orion Capital Management sold out of Hershey (HSY) in Q1 2024, closing a stake of 250 shares — an estimated $46.6K sold.

Orion Capital Management first reported a position in HSY in Q2 2022 and held it in 6 quarters. The position peaked at $63.6K in Q1 2023. 1,360 funds tracked by Wall St. Rank hold HSY as of Q1 2024.

  • Orion Capital Management reported no remaining Hershey position as of Q1 2024 after selling out during the quarter.
  • Orion Capital Management sold 250 Hershey shares in Q1 2024, an estimated $46.6K.
  • Orion Capital Management first reported a position in Hershey in Q2 2022 and held it in 6 quarters.
  • Orion Capital Management's Hershey position peaked at $63.6K in Q1 2023.
  • 1,360 funds tracked by Wall St. Rank held Hershey as of Q1 2024.

Based on Orion Capital Management's 13F filing for Q1 2024, filed 10 May 2024.