Oxford Financial Group’s Hershey HSY Stock Holding History

Oxford Financial 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	-2,775	Closed	-$517K	–	282
2023 Q4	$517K	Buy	+2,775	New	+$526K	0.04%	137

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

Oxford Financial Group's HSY Position: Q1 2024 in Review

Oxford Financial Group sold out of Hershey (HSY) in Q1 2024, closing a stake of 2,775 shares — an estimated $517K sold.

Oxford Financial Group first reported a position in HSY in Q4 2023 and held it in 1 quarter. The position peaked at $517K in Q4 2023. 1,360 funds tracked by Wall St. Rank hold HSY as of Q1 2024.

Oxford Financial Group reported no remaining Hershey position as of Q1 2024 after selling out during the quarter.
Oxford Financial Group sold 2,775 Hershey shares in Q1 2024, an estimated $517K.
Oxford Financial Group first reported a position in Hershey in Q4 2023 and held it in 1 quarter.
Oxford Financial Group's Hershey position peaked at $517K in Q4 2023.
1,360 funds tracked by Wall St. Rank held Hershey as of Q1 2024.

Based on Oxford Financial Group's 13F filing for Q1 2024, filed 13 May 2024.