Schubert & Co’s Hershey HSY Stock Holding History

Schubert & Co’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 Q2	–	Sell	-3	Closed	-$764	–	709
2023 Q1	$764	Hold	3	–	–	﹤0.01%	1299
2022 Q4	$695	Sell	3 -1	-25%	-$231	﹤0.01%	1301
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	1121
2022 Q2	$1K	Buy	4 +1	+33%	+$218	﹤0.01%	1130
2022 Q1	$1K	Hold	3	–	–	﹤0.01%	733
2021 Q4	$1K	Buy	+3	New	+$543	﹤0.01%	689

Other funds holding HSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

HTC

Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Schubert & Co's HSY Position: Q2 2023 in Review

Schubert & Co sold out of Hershey (HSY) in Q2 2023, closing a stake of 3 shares — an estimated $764 sold.

Schubert & Co first reported a position in HSY in Q4 2021 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 1,354 funds tracked by Wall St. Rank hold HSY as of Q2 2023.

Schubert & Co reported no remaining Hershey position as of Q2 2023 after selling out during the quarter.
Schubert & Co sold 3 Hershey shares in Q2 2023, an estimated $764.
Schubert & Co first reported a position in Hershey in Q4 2021 and held it in 6 quarters.
Schubert & Co's Hershey position peaked at $1K in Q3 2022.
1,354 funds tracked by Wall St. Rank held Hershey as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.