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Wealth Quarterback’s Hershey HSY Stock Holding History

Wealth Quarterback’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
Q3 		– Sell
-830
Closed -$207K – 119
2023
Q2 		$207K Sell
830
-32
-4% -$8.39K 0.14% 111
2023
Q1 		$219K Buy
+862
New +$203K 0.19% 99
2021
Q3 		$147K Sell
868
-51
-6% -$9.01K 0.1% 133
2021
Q2 		$160K Buy
+919
New +$155K 0.1% 133
2020
Q4 		– Sell
-3,660
Closed -$474K – 115
2020
Q3 		$474K Hold
3,660
– – 0.43% 60
2020
Q2 		$474K Buy
3,660
+1,100
+43% +$148K 0.43% 60
2020
Q1 		$362K Buy
2,560
+1,232
+93% +$182K 0.33% 67
2019
Q4 		$195K Buy
+1,328
New +$197K 0.17% 109

Other funds holding HSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wealth Quarterback's HSY Position: Q3 2023 in Review

Wealth Quarterback sold out of Hershey (HSY) in Q3 2023, closing a stake of 830 shares — an estimated $207K sold.

Wealth Quarterback first reported a position in HSY in Q4 2019 and held it in 8 quarters. The position peaked at $474K in Q3 2020. 1,297 funds tracked by Wall St. Rank hold HSY as of Q3 2023.

  • Wealth Quarterback reported no remaining Hershey position as of Q3 2023 after selling out during the quarter.
  • Wealth Quarterback sold 830 Hershey shares in Q3 2023, an estimated $207K.
  • Wealth Quarterback first reported a position in Hershey in Q4 2019 and held it in 8 quarters.
  • Wealth Quarterback's Hershey position peaked at $474K in Q3 2020.
  • 1,297 funds tracked by Wall St. Rank held Hershey as of Q3 2023.

Based on Wealth Quarterback's 13F filing for Q3 2023, filed 13 Nov 2023.