SAI
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Systematic Alpha Investments’s Hershey HSY Stock Holding History

Systematic Alpha 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 		– Sell
-3,401
Closed -$625K – 231
2024
Q2 		$625K Hold
3,401
– – 0.02% 132
2024
Q1 		$661K Hold
3,401
– – 0.03% 133
2023
Q4 		$634K Hold
3,401
– – 0.03% 125
2023
Q3 		$680K Hold
3,401
– – 0.03% 121
2023
Q2 		$849K Hold
3,401
– – 0.04% 111
2023
Q1 		$865K Hold
3,401
– – 0.05% 105
2022
Q4 		$788K Buy
+3,401
New +$784K 0.04% 108
2021
Q4 		– Sell
-1
Closed – – 339
2021
Q3 		$0 Buy
+1
New +$177 ﹤0.01% 498

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

Systematic Alpha Investments's HSY Position: Q3 2024 in Review

Systematic Alpha Investments sold out of Hershey (HSY) in Q3 2024, closing a stake of 3,401 shares — an estimated $625K sold.

Systematic Alpha Investments first reported a position in HSY in Q3 2021 and held it in 8 quarters. The position peaked at $865K in Q1 2023. 1,395 funds tracked by Wall St. Rank hold HSY as of Q3 2024.

  • Systematic Alpha Investments reported no remaining Hershey position as of Q3 2024 after selling out during the quarter.
  • Systematic Alpha Investments sold 3,401 Hershey shares in Q3 2024, an estimated $625K.
  • Systematic Alpha Investments first reported a position in Hershey in Q3 2021 and held it in 8 quarters.
  • Systematic Alpha Investments's Hershey position peaked at $865K in Q1 2023.
  • 1,395 funds tracked by Wall St. Rank held Hershey as of Q3 2024.

Based on Systematic Alpha Investments's 13F filing for Q3 2024, filed 13 Nov 2024.