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Retirement Group’s Hershey HSY Stock Holding History

Retirement Group’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 		$29K Hold
149
– – 0.01% 301
2023
Q4 		$27.8K Buy
149
+1
+0.7% +$189 0.01% 296
2023
Q3 		$29.7K Buy
148
+141
+2,014% +$31.6K 0.01% 270
2023
Q2 		$1.75K Buy
+7
New +$1.84K ﹤0.01% 628

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

Retirement Group's HSY Position: Q1 2024 in Review

Retirement Group held its Hershey (HSY) position steady in Q1 2024 at 149 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #301.

Retirement Group first reported a position in HSY in Q2 2023 and has held it in 4 quarters since. The position peaked at $29.7K in Q3 2023. 1,360 funds tracked by Wall St. Rank hold HSY as of Q1 2024.

  • Retirement Group held 149 shares of Hershey worth $29K as of Q1 2024.
  • Retirement Group left its Hershey share count unchanged in Q1 2024.
  • Hershey made up 0.01% of Retirement Group's portfolio in Q1 2024, its #301 holding.
  • Retirement Group first reported a position in Hershey in Q2 2023 and has held it in 4 quarters since.
  • Retirement Group's Hershey position peaked at $29.7K in Q3 2023.
  • 1,360 funds tracked by Wall St. Rank held Hershey as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.