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Petrus Trust Company’s Hershey HSY Stock Holding History

Petrus Trust Company’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
-3,259
Closed -$608K – 709
2023
Q4 		$608K Buy
3,259
+1,857
+132% +$352K 0.06% 153
2023
Q3 		$281K Hold
1,402
– – 0.03% 414
2023
Q2 		$350K Hold
1,402
– – 0.04% 294
2023
Q1 		$357K Sell
1,402
-627
-31% -$147K 0.04% 217
2022
Q4 		$470K Buy
2,029
+1,090
+116% +$251K 0.06% 109
2022
Q3 		$207K Sell
939
-490
-34% -$110K 0.03% 172
2022
Q2 		$307K Buy
+1,429
New +$311K 0.04% 36

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

Petrus Trust Company's HSY Position: Q1 2024 in Review

Petrus Trust Company sold out of Hershey (HSY) in Q1 2024, closing a stake of 3,259 shares — an estimated $608K sold.

Petrus Trust Company first reported a position in HSY in Q2 2022 and held it in 7 quarters. The position peaked at $608K in Q4 2023. 1,360 funds tracked by Wall St. Rank hold HSY as of Q1 2024.

  • Petrus Trust Company reported no remaining Hershey position as of Q1 2024 after selling out during the quarter.
  • Petrus Trust Company sold 3,259 Hershey shares in Q1 2024, an estimated $608K.
  • Petrus Trust Company first reported a position in Hershey in Q2 2022 and held it in 7 quarters.
  • Petrus Trust Company's Hershey position peaked at $608K in Q4 2023.
  • 1,360 funds tracked by Wall St. Rank held Hershey as of Q1 2024.

Based on Petrus Trust Company's 13F filing for Q1 2024, filed 15 May 2024.