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Scholtz & Company’s Hershey HSY Stock Holding History

Scholtz & Company’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
Q3 		– Sell
-850
Closed -$212K – 43
2023
Q2 		$212K Buy
850
+30
+4% +$7.87K 0.13% 37
2023
Q1 		$209K Sell
820
-163
-17% -$38.3K 0.15% 33
2022
Q4 		$228K Buy
983
+65
+7% +$15K 0.16% 41
2022
Q3 		$201K Buy
+918
New +$206K 0.14% 44

Other funds holding HSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Scholtz & Company's HSY Position: Q3 2023 in Review

Scholtz & Company sold out of Hershey (HSY) in Q3 2023, closing a stake of 850 shares — an estimated $212K sold.

Scholtz & Company first reported a position in HSY in Q3 2022 and held it in 4 quarters. The position peaked at $228K in Q4 2022. 1,297 funds tracked by Wall St. Rank hold HSY as of Q3 2023.

  • Scholtz & Company reported no remaining Hershey position as of Q3 2023 after selling out during the quarter.
  • Scholtz & Company sold 850 Hershey shares in Q3 2023, an estimated $212K.
  • Scholtz & Company first reported a position in Hershey in Q3 2022 and held it in 4 quarters.
  • Scholtz & Company's Hershey position peaked at $228K in Q4 2022.
  • 1,297 funds tracked by Wall St. Rank held Hershey as of Q3 2023.

Based on Scholtz & Company's 13F filing for Q3 2023, filed 14 Nov 2023.