West Oak Capital’s Hershey HSY Stock Holding History

West Oak 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
2023 Q3	–	Sell	-60	Closed	-$15K	–	305
2023 Q2	$15K	Buy	+60	New	+$15.7K	0.01%	224

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

West Oak Capital's HSY Position: Q3 2023 in Review

West Oak Capital sold out of Hershey (HSY) in Q3 2023, closing a stake of 60 shares — an estimated $15K sold.

West Oak Capital first reported a position in HSY in Q2 2023 and held it in 1 quarter. The position peaked at $15K in Q2 2023. 1,297 funds tracked by Wall St. Rank hold HSY as of Q3 2023.

West Oak Capital reported no remaining Hershey position as of Q3 2023 after selling out during the quarter.
West Oak Capital sold 60 Hershey shares in Q3 2023, an estimated $15K.
West Oak Capital first reported a position in Hershey in Q2 2023 and held it in 1 quarter.
West Oak Capital's Hershey position peaked at $15K in Q2 2023.
1,297 funds tracked by Wall St. Rank held Hershey as of Q3 2023.

Based on West Oak Capital's 13F filing for Q3 2023, filed 5 Oct 2023.