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Schechter Investment Advisors’s Hershey HSY Stock Holding History

Schechter Investment Advisors’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
-1,060
Closed -$212K – 670
2023
Q3 		$212K Sell
1,060
-306
-22% -$68.5K 0.02% 533
2023
Q2 		$341K Sell
1,366
-37
-3% -$9.71K 0.03% 464
2023
Q1 		$357K Sell
1,403
-88
-6% -$20.7K 0.03% 485
2022
Q4 		$345K Buy
1,491
+12
+0.8% +$2.77K 0.03% 594
2022
Q3 		$326K Buy
1,479
+39
+3% +$8.74K 0.03% 670
2022
Q2 		$310K Buy
1,440
+143
+11% +$31.2K 0.03% 698
2022
Q1 		$281K Buy
+1,297
New +$263K 0.03% 728

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

Schechter Investment Advisors's HSY Position: Q4 2023 in Review

Schechter Investment Advisors sold out of Hershey (HSY) in Q4 2023, closing a stake of 1,060 shares — an estimated $212K sold.

Schechter Investment Advisors first reported a position in HSY in Q1 2022 and held it in 7 quarters. The position peaked at $357K in Q1 2023. 1,347 funds tracked by Wall St. Rank hold HSY as of Q4 2023.

  • Schechter Investment Advisors reported no remaining Hershey position as of Q4 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 1,060 Hershey shares in Q4 2023, an estimated $212K.
  • Schechter Investment Advisors first reported a position in Hershey in Q1 2022 and held it in 7 quarters.
  • Schechter Investment Advisors's Hershey position peaked at $357K in Q1 2023.
  • 1,347 funds tracked by Wall St. Rank held Hershey as of Q4 2023.

Based on Schechter Investment Advisors's 13F filing for Q4 2023, filed 17 Jan 2024.