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Peachtree Investment Partners’s Hershey HSY Stock Holding History

Peachtree Investment Partners’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
-1,090
Closed -$212K – 98
2024
Q1 		$212K Sell
1,090
-3,249
-75% -$627K 0.09% 74
2023
Q4 		$809K Sell
4,339
-3,916
-47% -$742K 0.33% 33
2023
Q3 		$1.65M Sell
8,255
-2,963
-26% -$663K 0.84% 22
2023
Q2 		$2.8M Buy
11,218
+662
+6% +$174K 1.28% 18
2023
Q1 		$2.69M Sell
10,556
-1,964
-16% -$461K 1.68% 15
2022
Q4 		$2.9M Sell
12,520
-90
-0.7% -$20.8K 1.77% 15
2022
Q3 		$2.78M Buy
12,610
+1,198
+10% +$268K 1.87% 15
2022
Q2 		$2.46M Buy
11,412
+5,646
+98% +$1.23M 1.53% 16
2022
Q1 		$1.25M Buy
+5,766
New +$1.17M 0.57% 32

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

Peachtree Investment Partners's HSY Position: Q2 2024 in Review

Peachtree Investment Partners sold out of Hershey (HSY) in Q2 2024, closing a stake of 1,090 shares — an estimated $212K sold.

Peachtree Investment Partners first reported a position in HSY in Q1 2022 and held it in 9 quarters. The position peaked at $2.9M in Q4 2022. 1,383 funds tracked by Wall St. Rank hold HSY as of Q2 2024.

  • Peachtree Investment Partners reported no remaining Hershey position as of Q2 2024 after selling out during the quarter.
  • Peachtree Investment Partners sold 1,090 Hershey shares in Q2 2024, an estimated $212K.
  • Peachtree Investment Partners first reported a position in Hershey in Q1 2022 and held it in 9 quarters.
  • Peachtree Investment Partners's Hershey position peaked at $2.9M in Q4 2022.
  • 1,383 funds tracked by Wall St. Rank held Hershey as of Q2 2024.

Based on Peachtree Investment Partners's 13F filing for Q2 2024, filed 12 Aug 2024.