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Richard W. Paul & Associates’s Hershey HSY Stock Holding History

Richard W. Paul & Associates’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
Q4 		– Sell
-18
Closed -$3.6K – 519
2023
Q3 		$3.6K Buy
18
+9
+100% +$2.02K ﹤0.01% 360
2023
Q2 		$2.25K Buy
9
+4
+80% +$1.05K ﹤0.01% 423
2023
Q1 		$1.27K Hold
5
– – ﹤0.01% 466
2022
Q4 		$1.16K Buy
+5
New +$1.15K ﹤0.01% 460

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Richard W. Paul & Associates's HSY Position: Q4 2023 in Review

Richard W. Paul & Associates sold out of Hershey (HSY) in Q4 2023, closing a stake of 18 shares — an estimated $3.6K sold.

Richard W. Paul & Associates first reported a position in HSY in Q4 2022 and held it in 4 quarters. The position peaked at $3.6K in Q3 2023. 1,347 funds tracked by Wall St. Rank hold HSY as of Q4 2023.

  • Richard W. Paul & Associates reported no remaining Hershey position as of Q4 2023 after selling out during the quarter.
  • Richard W. Paul & Associates sold 18 Hershey shares in Q4 2023, an estimated $3.6K.
  • Richard W. Paul & Associates first reported a position in Hershey in Q4 2022 and held it in 4 quarters.
  • Richard W. Paul & Associates's Hershey position peaked at $3.6K in Q3 2023.
  • 1,347 funds tracked by Wall St. Rank held Hershey as of Q4 2023.

Based on Richard W. Paul & Associates's 13F filing for Q4 2023, filed 23 Jan 2024.