Summit Financial Group’s Hershey HSY Stock Holding History

Summit 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
2024 Q1	$1.02M	Sell	5,225 -225	-4%	-$43.4K	0.36%	84
2023 Q4	$1.02M	Hold	5,450	–	–	0.39%	74
2023 Q3	$1.09M	Hold	5,450	–	–	0.46%	64
2023 Q2	$1.36M	Sell	5,450 -600	-10%	-$157K	0.53%	54
2023 Q1	$1.54M	Hold	6,050	–	–	0.58%	49
2022 Q4	$1.4M	Sell	6,050 -25	-0.4%	-$5.76K	0.56%	49
2022 Q3	$1.34M	Hold	6,075	–	–	0.56%	48
2022 Q2	$1.31M	Sell	6,075 -750	-11%	-$163K	0.5%	54
2022 Q1	$1.48M	Hold	6,825	–	–	0.5%	55
2021 Q4	$1.32M	Hold	6,825	–	–	0.43%	67
2021 Q3	$1.16M	Hold	6,825	–	–	0.42%	65
2021 Q2	$1.19M	Hold	6,825	–	–	0.44%	66
2021 Q1	$1.08M	Hold	6,825	–	–	0.45%	60
2020 Q4	$1.04M	Buy	6,825 +300	+5%	+$44.4K	0.46%	61
2020 Q3	$935K	Hold	6,525	–	–	0.46%	64
2020 Q2	$846K	Hold	6,525	–	–	0.44%	62
2020 Q1	$865K	Hold	6,525	–	–	0.52%	55
2019 Q4	$959K	Hold	6,525	–	–	0.46%	55
2019 Q3	$1.01M	Hold	6,525	–	–	0.51%	51
2019 Q2	$875K	Hold	6,525	–	–	0.4%	69
2019 Q1	$749K	Sell	6,525 -300	-4%	-$32.7K	0.59%	56
2018 Q4	$732K	Hold	6,825	–	–	0.62%	54
2018 Q3	$696K	Hold	6,825	–	–	0.52%	59
2018 Q2	$635K	Hold	6,825	–	–	0.49%	61
2018 Q1	$675K	Hold	6,825	–	–	0.53%	60
2017 Q4	$775K	Sell	6,825 -200	-3%	-$22K	0.63%	53
2017 Q3	$767K	Sell	7,025 -1,375	-16%	-$146K	0.64%	52
2017 Q2	$902K	Buy	+8,400	New	+$927K	0.78%	46

Other funds holding HSY

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HTC

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

Summit Financial Group's HSY Position: Q1 2024 in Review

Summit Financial Group reduced its Hershey (HSY) stake by 4.1% in Q1 2024, selling an estimated $43.4K and leaving 5,225 shares worth $1.02M. The position accounts for 0.36% of the portfolio, ranked #84.

Summit Financial Group first reported a position in HSY in Q2 2017 and has held it in 28 quarters since. The position peaked at $1.54M in Q1 2023. 1,360 funds tracked by Wall St. Rank hold HSY as of Q1 2024.

Summit Financial Group held 5,225 shares of Hershey worth $1.02M as of Q1 2024.
Summit Financial Group sold 225 Hershey shares in Q1 2024, an estimated $43.4K.
Hershey made up 0.36% of Summit Financial Group's portfolio in Q1 2024, its #84 holding.
Summit Financial Group first reported a position in Hershey in Q2 2017 and has held it in 28 quarters since.
Summit Financial Group's Hershey position peaked at $1.54M in Q1 2023.
1,360 funds tracked by Wall St. Rank held Hershey as of Q1 2024.

Based on Summit Financial Group's 13F filing for Q1 2024, filed 5 Apr 2024.