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True North Advisors’s Hershey HSY Stock Holding History

True North 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
Q1 		– Sell
-1,143
Closed -$213K – 205
2023
Q4 		$213K Hold
1,143
– – 0.05% 181
2023
Q3 		$229K Hold
1,143
– – 0.07% 178
2023
Q2 		$285K Sell
1,143
-2
-0.2% -$525 0.08% 170
2023
Q1 		$291K Buy
1,145
+3
+0.3% +$705 0.09% 160
2022
Q4 		$264K Buy
1,142
+2
+0.2% +$461 0.09% 148
2022
Q3 		$251K Sell
1,140
-1,088
-49% -$244K 0.08% 155
2022
Q2 		$479K Buy
+2,228
New +$486K 0.15% 124

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Bank of America
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

True North Advisors's HSY Position: Q1 2024 in Review

True North Advisors sold out of Hershey (HSY) in Q1 2024, closing a stake of 1,143 shares — an estimated $213K sold.

True North Advisors first reported a position in HSY in Q2 2022 and held it in 7 quarters. The position peaked at $479K in Q2 2022. 1,360 funds tracked by Wall St. Rank hold HSY as of Q1 2024.

  • True North Advisors reported no remaining Hershey position as of Q1 2024 after selling out during the quarter.
  • True North Advisors sold 1,143 Hershey shares in Q1 2024, an estimated $213K.
  • True North Advisors first reported a position in Hershey in Q2 2022 and held it in 7 quarters.
  • True North Advisors's Hershey position peaked at $479K in Q2 2022.
  • 1,360 funds tracked by Wall St. Rank held Hershey as of Q1 2024.

Based on True North Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.