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WSCM
Wellington Shields Capital Management’s
Hershey
HSY
Stock Holding History
Wellington Shields 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
2024
Q4
–
Sell
-100
Closed
-$19.2K
–
317
2024
Q3
$19.2K
Hold
100
–
–
﹤0.01%
304
2024
Q2
$18.4K
Buy
+100
New
+$19.3K
﹤0.01%
300
2023
Q3
–
Sell
-100
Closed
-$25K
–
308
2023
Q2
$25K
Sell
100
-50
-33%
-$13.1K
﹤0.01%
290
2023
Q1
$38.2K
Buy
+150
New
+$35.2K
﹤0.01%
295
2016
Q2
–
Sell
-2,958
Closed
-$272K
–
324
2016
Q1
$272K
Buy
2,958
+1
+0%
+$89
0.05%
266
2015
Q4
$264K
Buy
2,957
+2
+0.1%
+$179
0.04%
263
2015
Q3
$272K
Buy
2,955
+1
+0%
+$91
0.05%
255
2015
Q2
$262K
Buy
2,954
+1
+0%
+$94
0.04%
293
2015
Q1
$298K
Buy
2,953
+1
+0%
+$104
0.04%
277
2014
Q4
$307K
Buy
2,952
+1
+0%
+$97
0.05%
269
2014
Q3
$282K
Buy
2,951
+2
+0.1%
+$185
0.05%
281
2014
Q2
$287K
Buy
2,949
+1
+0%
+$98
0.04%
298
2014
Q1
$308K
Buy
2,948
+1
+0%
+$102
0.05%
262
2013
Q4
$287K
Sell
2,947
-399
-12%
-$38.4K
0.05%
251
2013
Q3
$310K
Buy
3,346
+2
+0.1%
+$186
0.06%
234
2013
Q2
$299K
Buy
+3,344
New
+$295K
0.05%
257
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1-Year Est. Return
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1-Year Est. Return
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$1.61T AUM
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1-Year Est. Return
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$1.47T AUM
27.86%
1-Year Est. Return
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$1.66T AUM
25.57%
1-Year Est. Return
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Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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