SFG
HSY icon

Steward Financial Group’s Hershey HSY Stock Holding History

Steward Financial Group’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 		$5K Sell
25
-28
-53% -$6.27K ﹤0.01% 614
2023
Q2 		$13K Buy
+53
New +$13.9K ﹤0.01% 316
2022
Q3 		– Sell
-17
Closed -$3K – 642
2022
Q2 		$3K Buy
+17
New +$3.71K ﹤0.01% 453

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

Steward Financial Group's HSY Position: Q3 2023 in Review

Steward Financial Group reduced its Hershey (HSY) stake by 53% in Q3 2023, selling an estimated $6.27K and leaving 25 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Steward Financial Group first reported a position in HSY in Q2 2022 and has held it in 3 quarters since. The position peaked at $13K in Q2 2023. 1,297 funds tracked by Wall St. Rank hold HSY as of Q3 2023.

  • Steward Financial Group held 25 shares of Hershey worth $5K as of Q3 2023.
  • Steward Financial Group sold 28 Hershey shares in Q3 2023, an estimated $6.27K.
  • Hershey made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #614 holding.
  • Steward Financial Group first reported a position in Hershey in Q2 2022 and has held it in 3 quarters since.
  • Steward Financial Group's Hershey position peaked at $13K in Q2 2023.
  • 1,297 funds tracked by Wall St. Rank held Hershey as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.