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PFS Investments’s Hershey HSY Stock Holding History

PFS Investments’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
2023
Q2 		$283K Buy
1,135
+11
+1% +$2.88K ﹤0.01% 452
2023
Q1 		$292K Sell
1,124
-35
-3% -$8.22K 0.01% 439
2022
Q4 		$268K Buy
1,159
+46
+4% +$10.6K 0.01% 403
2022
Q3 		$245K Buy
1,113
+29
+3% +$6.5K ﹤0.01% 393
2022
Q2 		$233K Sell
1,084
-26
-2% -$5.67K ﹤0.01% 394
2022
Q1 		$240K Sell
1,110
-486
-30% -$98.7K ﹤0.01% 393
2021
Q4 		$309K Buy
+1,596
New +$289K 0.01% 372

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PFS Investments's HSY Position: Q2 2023 in Review

PFS Investments increased its Hershey (HSY) stake by 0.98% in Q2 2023, buying an estimated $2.88K and bringing the position to 1,135 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

PFS Investments first reported a position in HSY in Q4 2021 and has held it in 7 quarters since. The position peaked at $309K in Q4 2021. 1,354 funds tracked by Wall St. Rank hold HSY as of Q2 2023.

  • PFS Investments held 1,135 shares of Hershey worth $283K as of Q2 2023.
  • PFS Investments bought 11 Hershey shares in Q2 2023, an estimated $2.88K.
  • Hershey made up ﹤0.01% of PFS Investments's portfolio in Q2 2023, its #452 holding.
  • PFS Investments first reported a position in Hershey in Q4 2021 and has held it in 7 quarters since.
  • PFS Investments's Hershey position peaked at $309K in Q4 2021.
  • 1,354 funds tracked by Wall St. Rank held Hershey as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.