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Vicus Capital’s Hershey HSY Stock Holding History

Vicus Capital’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
-1,350
Closed -$248K – 258
2024
Q2 		$248K Sell
1,350
-9
-0.7% -$1.74K 0.02% 241
2024
Q1 		$264K Buy
+1,359
New +$262K 0.02% 226
2023
Q4 		– Sell
-1,038
Closed -$208K – 229
2023
Q3 		$208K Buy
+1,038
New +$232K 0.02% 242
2022
Q1 		– Sell
-1,076
Closed -$214K – 232
2021
Q4 		$214K Buy
+1,076
New +$195K 0.02% 217

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

Vicus Capital's HSY Position: Q3 2024 in Review

Vicus Capital sold out of Hershey (HSY) in Q3 2024, closing a stake of 1,350 shares — an estimated $248K sold.

Vicus Capital first reported a position in HSY in Q4 2021 and held it in 4 quarters. The position peaked at $264K in Q1 2024. 1,394 funds tracked by Wall St. Rank hold HSY as of Q3 2024.

  • Vicus Capital reported no remaining Hershey position as of Q3 2024 after selling out during the quarter.
  • Vicus Capital sold 1,350 Hershey shares in Q3 2024, an estimated $248K.
  • Vicus Capital first reported a position in Hershey in Q4 2021 and held it in 4 quarters.
  • Vicus Capital's Hershey position peaked at $264K in Q1 2024.
  • 1,394 funds tracked by Wall St. Rank held Hershey as of Q3 2024.

Based on Vicus Capital's 13F filing for Q3 2024, filed 21 Oct 2024.