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Regency Capital Management’s Hershey HSY Stock Holding History

Regency Capital 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
Q3 		– Sell
-12,217
Closed -$2.25M – 50
2024
Q2 		$2.25M Buy
+12,217
New +$2.36M 1.45% 23

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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

Regency Capital Management's HSY Position: Q3 2024 in Review

Regency Capital Management sold out of Hershey (HSY) in Q3 2024, closing a stake of 12,217 shares — an estimated $2.25M sold.

Regency Capital Management first reported a position in HSY in Q2 2024 and held it in 1 quarter. The position peaked at $2.25M in Q2 2024. 1,395 funds tracked by Wall St. Rank hold HSY as of Q3 2024.

  • Regency Capital Management reported no remaining Hershey position as of Q3 2024 after selling out during the quarter.
  • Regency Capital Management sold 12,217 Hershey shares in Q3 2024, an estimated $2.25M.
  • Regency Capital Management first reported a position in Hershey in Q2 2024 and held it in 1 quarter.
  • Regency Capital Management's Hershey position peaked at $2.25M in Q2 2024.
  • 1,395 funds tracked by Wall St. Rank held Hershey as of Q3 2024.

Based on Regency Capital Management's 13F filing for Q3 2024, filed 4 Oct 2024.