PAM
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Pegasus Asset Management’s Hershey HSY Stock Holding History

Pegasus Asset 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
-1,260
Closed -$235K – 71
2023
Q4 		$235K Sell
1,260
-240
-16% -$45.5K 0.1% 68
2023
Q3 		$300K Sell
1,500
-100
-6% -$22.4K 0.14% 65
2023
Q2 		$400K Buy
+1,600
New +$420K 0.18% 62

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

Pegasus Asset Management's HSY Position: Q1 2024 in Review

Pegasus Asset Management sold out of Hershey (HSY) in Q1 2024, closing a stake of 1,260 shares — an estimated $235K sold.

Pegasus Asset Management first reported a position in HSY in Q2 2023 and held it in 3 quarters. The position peaked at $400K in Q2 2023. 1,361 funds tracked by Wall St. Rank hold HSY as of Q1 2024.

  • Pegasus Asset Management reported no remaining Hershey position as of Q1 2024 after selling out during the quarter.
  • Pegasus Asset Management sold 1,260 Hershey shares in Q1 2024, an estimated $235K.
  • Pegasus Asset Management first reported a position in Hershey in Q2 2023 and held it in 3 quarters.
  • Pegasus Asset Management's Hershey position peaked at $400K in Q2 2023.
  • 1,361 funds tracked by Wall St. Rank held Hershey as of Q1 2024.

Based on Pegasus Asset Management's 13F filing for Q1 2024, filed 2 May 2024.