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Scout Investments’s Hershey HSY Stock Holding History

Scout Investments’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
Q3 		$26.7M Buy
143,456
+25,140
+21% +$4.89M 0.7% 51
2024
Q2 		$21.8M Buy
118,316
+62,077
+110% +$12M 0.58% 63
2024
Q1 		$11.2M Buy
56,239
+24,100
+75% +$4.65M 0.27% 125
2023
Q4 		$5.99M Sell
32,139
-97,590
-75% -$18.5M 0.15% 177
2023
Q3 		$25.8M Sell
129,729
-25,790
-17% -$5.77M 0.59% 63
2023
Q2 		$37.4M Sell
155,519
-16,504
-10% -$4.33M 0.76% 33
2023
Q1 		$43.8M Sell
172,023
-172,248
-50% -$40.5M 0.89% 31
2022
Q4 		$79.7M Buy
344,271
+283,676
+468% +$65.4M 1.63% 6
2022
Q3 		$13.4M Sell
60,595
-90,065
-60% -$20.2M 0.28% 114
2022
Q2 		$32.4M Buy
150,660
+49,284
+49% +$10.7M 0.64% 56
2022
Q1 		$22M Buy
+101,376
New +$20.6M 0.35% 94
2017
Q4 		– Sell
-61,635
Closed -$6.73M – 287
2017
Q3 		$6.73M Buy
+61,635
New +$6.57M 0.18% 160
2013
Q4 		– Sell
-278,776
Closed -$25.8M – 292
2013
Q3 		$25.8M Buy
278,776
+3,061
+1% +$285K 0.18% 147
2013
Q2 		$24.6M Buy
+275,715
New +$24.4M 0.29% 104

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

Scout Investments's HSY Position: Q3 2024 in Review

Scout Investments increased its Hershey (HSY) stake by 21% in Q3 2024, buying an estimated $4.89M and bringing the position to 143,456 shares worth $26.7M. The position accounts for 0.7% of the portfolio, ranked #51.

Scout Investments first reported a position in HSY in Q2 2013 and has held it in 14 quarters since. The position peaked at $79.7M in Q4 2022. 1,395 funds tracked by Wall St. Rank hold HSY as of Q3 2024.

  • Scout Investments held 143,456 shares of Hershey worth $26.7M as of Q3 2024.
  • Scout Investments bought 25,140 Hershey shares in Q3 2024, an estimated $4.89M.
  • Hershey made up 0.7% of Scout Investments's portfolio in Q3 2024, its #51 holding.
  • Scout Investments first reported a position in Hershey in Q2 2013 and has held it in 14 quarters since.
  • Scout Investments's Hershey position peaked at $79.7M in Q4 2022.
  • 1,395 funds tracked by Wall St. Rank held Hershey as of Q3 2024.

Based on Scout Investments's 13F filing for Q3 2024, filed 12 Nov 2024.