SGA
HSY icon

Strategic Global Advisors’s Hershey HSY Stock Holding History

Strategic Global 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 		– Sell
-14,992
Closed -$2.76M – 151
2024
Q2 		$2.76M Buy
14,992
+337
+2% +$65.2K 0.58% 56
2024
Q1 		$2.85M Sell
14,655
-12,707
-46% -$2.45M 0.62% 57
2023
Q4 		$5.1M Sell
27,362
-19,026
-41% -$3.61M 1.17% 26
2023
Q3 		$9.28M Sell
46,388
-2,338
-5% -$523K 1.54% 18
2023
Q2 		$12.2M Sell
48,726
-3,297
-6% -$865K 1.87% 9
2023
Q1 		$13.2M Buy
52,023
+5,078
+11% +$1.19M 2.12% 9
2022
Q4 		$10.9M Buy
46,945
+7,055
+18% +$1.63M 1.74% 12
2022
Q3 		$8.79M Buy
39,890
+12,524
+46% +$2.81M 1.47% 14
2022
Q2 		$5.89M Buy
27,366
+3,406
+14% +$742K 0.9% 39
2022
Q1 		$5.19M Buy
23,960
+1,153
+5% +$234K 0.76% 47
2021
Q4 		$4.41M Buy
22,807
+1,890
+9% +$342K 0.57% 62
2021
Q3 		$3.54M Buy
+20,917
New +$3.7M 0.52% 63

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

Strategic Global Advisors's HSY Position: Q3 2024 in Review

Strategic Global Advisors sold out of Hershey (HSY) in Q3 2024, closing a stake of 14,992 shares — an estimated $2.76M sold.

Strategic Global Advisors first reported a position in HSY in Q3 2021 and held it in 12 quarters. The position peaked at $13.2M in Q1 2023. 1,394 funds tracked by Wall St. Rank hold HSY as of Q3 2024.

  • Strategic Global Advisors reported no remaining Hershey position as of Q3 2024 after selling out during the quarter.
  • Strategic Global Advisors sold 14,992 Hershey shares in Q3 2024, an estimated $2.76M.
  • Strategic Global Advisors first reported a position in Hershey in Q3 2021 and held it in 12 quarters.
  • Strategic Global Advisors's Hershey position peaked at $13.2M in Q1 2023.
  • 1,394 funds tracked by Wall St. Rank held Hershey as of Q3 2024.

Based on Strategic Global Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.