Vigilant Capital Management’s Hershey HSY Stock Holding History

Vigilant Capital 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
2023 Q2	$262K	Buy	+1,050	New	+$275K	0.02%	126
2022 Q1	–	Sell	-31	Closed	-$6K	–	607
2021 Q4	$6K	Hold	31	–	–	﹤0.01%	553
2021 Q3	$5K	Hold	31	–	–	﹤0.01%	647
2021 Q2	$5K	Buy	+31	New	+$5.22K	﹤0.01%	392
2020 Q4	–	Sell	-1,550	Closed	-$222K	–	349
2020 Q3	$222K	Hold	1,550	–	–	0.02%	124
2020 Q2	$201K	Buy	+1,550	New	+$208K	0.02%	127
2015 Q3	–	Sell	-253	Closed	-$22K	–	286
2015 Q2	$22K	Hold	253	–	–	﹤0.01%	228
2015 Q1	$26K	Hold	253	–	–	﹤0.01%	209
2014 Q4	$26K	Hold	253	–	–	0.01%	224
2014 Q3	$24K	Buy	+253	New	+$23.4K	0.01%	212

Other funds holding HSY

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

HTC

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vigilant Capital Management's HSY Position: Q2 2023 in Review

Vigilant Capital Management opened a new position in Hershey (HSY) in Q2 2023: 1,050 shares worth $262K. The stake represents 0.02% of the portfolio and ranks #126 among its holdings. This is a return to the name: Vigilant Capital Management previously reported a position in HSY as recently as Q4 2021.

Vigilant Capital Management first reported a position in HSY in Q3 2014 and has held it in 10 quarters since. 1,354 funds tracked by Wall St. Rank hold HSY as of Q2 2023.

Vigilant Capital Management held 1,050 shares of Hershey worth $262K as of Q2 2023.
Hershey was a new Vigilant Capital Management position in Q2 2023.
Hershey made up 0.02% of Vigilant Capital Management's portfolio in Q2 2023, its #126 holding.
Vigilant Capital Management first reported a position in Hershey in Q3 2014 and has held it in 10 quarters since.
1,354 funds tracked by Wall St. Rank held Hershey as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.