Taylor Hoffman Wealth Management’s Hershey HSY Stock Holding History

Taylor Hoffman Wealth Management’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 Q2	$203K	Hold	1,111	–	–	0.08%	110
2024 Q1	$216K	Hold	1,111	–	–	0.09%	105
2023 Q4	$207K	Hold	1,111	–	–	0.09%	107
2023 Q3	$222K	Hold	1,111	–	–	0.11%	105
2023 Q2	$277K	Hold	1,111	–	–	0.14%	95
2023 Q1	$283K	Hold	1,111	–	–	0.15%	92
2022 Q4	$257K	Hold	1,111	–	–	0.16%	90
2022 Q3	$245K	Hold	1,111	–	–	0.13%	112
2022 Q2	$246K	Hold	1,111	–	–	0.12%	114
2022 Q1	$241K	Hold	1,111	–	–	0.1%	124
2021 Q4	$215K	Buy	+1,111	New	+$201K	0.08%	129
2020 Q3	–	Sell	-1,387	Closed	-$180K	–	224
2020 Q2	$180K	Buy	+1,387	New	+$186K	0.11%	121
2020 Q1	–	Sell	-1,387	Closed	-$204K	–	229
2019 Q4	$204K	Hold	1,387	–	–	0.13%	121
2019 Q3	$215K	Buy	1,387 +500	+56%	+$75.5K	0.15%	116
2019 Q2	$119K	Sell	887 -500	-36%	-$63.5K	0.1%	142
2019 Q1	$159K	Hold	1,387	–	–	0.12%	123
2018 Q4	$149K	Hold	1,387	–	–	0.13%	113
2018 Q3	$141K	Buy	1,387 +170	+14%	+$16.8K	0.11%	118
2018 Q2	$113K	Sell	1,217 -50	-4%	-$4.66K	0.1%	121
2018 Q1	$125K	Hold	1,267	–	–	0.11%	121
2017 Q4	$144K	Buy	+1,267	New	+$139K	0.14%	113

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

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

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

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

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

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

Taylor Hoffman Wealth Management's HSY Position: Q2 2024 in Review

Taylor Hoffman Wealth Management held its Hershey (HSY) position steady in Q2 2024 at 1,111 shares worth $203K. The position accounts for 0.08% of the portfolio, ranked #110.

Taylor Hoffman Wealth Management first reported a position in HSY in Q4 2017 and has held it in 21 quarters since. The position peaked at $283K in Q1 2023. 1,382 funds tracked by Wall St. Rank hold HSY as of Q2 2024.

Taylor Hoffman Wealth Management held 1,111 shares of Hershey worth $203K as of Q2 2024.
Taylor Hoffman Wealth Management left its Hershey share count unchanged in Q2 2024.
Hershey made up 0.08% of Taylor Hoffman Wealth Management's portfolio in Q2 2024, its #110 holding.
Taylor Hoffman Wealth Management first reported a position in Hershey in Q4 2017 and has held it in 21 quarters since.
Taylor Hoffman Wealth Management's Hershey position peaked at $283K in Q1 2023.
1,382 funds tracked by Wall St. Rank held Hershey as of Q2 2024.

Based on Taylor Hoffman Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.