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SpiderRock Advisors’s Hershey HSY Stock Holding History

SpiderRock 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
2024
Q3 		$969K Sell
5,055
-103
-2% -$20K 0.02% 481
2024
Q2 		$948K Sell
5,158
-4,106
-44% -$794K 0.02% 420
2024
Q1 		$1.83M Buy
+9,264
New +$1.79M 0.05% 277

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

SpiderRock Advisors's HSY Position: Q3 2024 in Review

SpiderRock Advisors reduced its Hershey (HSY) stake by 2% in Q3 2024, selling an estimated $20K and leaving 5,055 shares worth $969K. The position accounts for 0.02% of the portfolio, ranked #481.

SpiderRock Advisors first reported a position in HSY in Q1 2024 and has held it in 3 quarters since. The position peaked at $1.83M in Q1 2024. 1,395 funds tracked by Wall St. Rank hold HSY as of Q3 2024.

  • SpiderRock Advisors held 5,055 shares of Hershey worth $969K as of Q3 2024.
  • SpiderRock Advisors sold 103 Hershey shares in Q3 2024, an estimated $20K.
  • Hershey made up 0.02% of SpiderRock Advisors's portfolio in Q3 2024, its #481 holding.
  • SpiderRock Advisors first reported a position in Hershey in Q1 2024 and has held it in 3 quarters since.
  • SpiderRock Advisors's Hershey position peaked at $1.83M in Q1 2024.
  • 1,395 funds tracked by Wall St. Rank held Hershey as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.