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Schear Investment Advisers’s Hershey HSY Stock Holding History

Schear Investment Advisers’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
-2,031
Closed -$379K – 84
2023
Q4 		$379K Sell
2,031
-272
-12% -$51.5K 0.37% 64
2023
Q3 		$461K Sell
2,303
-238
-9% -$53.3K 0.5% 57
2023
Q2 		$634K Buy
2,541
+732
+40% +$192K 0.67% 52
2023
Q1 		$460K Sell
1,809
-388
-18% -$91.2K 0.55% 59
2022
Q4 		$509K Buy
+2,197
New +$507K 0.63% 57

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

Schear Investment Advisers's HSY Position: Q1 2024 in Review

Schear Investment Advisers sold out of Hershey (HSY) in Q1 2024, closing a stake of 2,031 shares — an estimated $379K sold.

Schear Investment Advisers first reported a position in HSY in Q4 2022 and held it in 5 quarters. The position peaked at $634K in Q2 2023. 1,360 funds tracked by Wall St. Rank hold HSY as of Q1 2024.

  • Schear Investment Advisers reported no remaining Hershey position as of Q1 2024 after selling out during the quarter.
  • Schear Investment Advisers sold 2,031 Hershey shares in Q1 2024, an estimated $379K.
  • Schear Investment Advisers first reported a position in Hershey in Q4 2022 and held it in 5 quarters.
  • Schear Investment Advisers's Hershey position peaked at $634K in Q2 2023.
  • 1,360 funds tracked by Wall St. Rank held Hershey as of Q1 2024.

Based on Schear Investment Advisers's 13F filing for Q1 2024, filed 1 May 2024.