West Paces Advisors’s Hershey HSY Stock Holding History

West Paces Advisors’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 Q1	–	Sell	-12	Closed	-$2.24K	–	630
2023 Q4	$2.24K	Buy	12 +7	+140%	+$1.33K	﹤0.01%	455
2023 Q3	$1K	Hold	5	–	–	﹤0.01%	466
2023 Q2	$1.25K	Hold	5	–	–	﹤0.01%	480
2023 Q1	$1.27K	Buy	+5	New	+$1.18K	﹤0.01%	492
2021 Q4	–	Sell	-60	Closed	-$10.2K	–	602
2021 Q3	$10.2K	Hold	60	–	–	﹤0.01%	358
2021 Q2	$10.5K	Hold	60	–	–	﹤0.01%	356
2021 Q1	$9.49K	Hold	60	–	–	﹤0.01%	337
2020 Q4	$9.14K	Hold	60	–	–	﹤0.01%	324
2020 Q3	$8.6K	Hold	60	–	–	﹤0.01%	319
2020 Q2	$7.78K	Hold	60	–	–	﹤0.01%	336
2020 Q1	$7.95K	Hold	60	–	–	0.01%	327
2019 Q4	$8.82K	Hold	60	–	–	﹤0.01%	361
2019 Q3	$9.3K	Hold	60	–	–	0.01%	330
2019 Q2	$8.04K	Hold	60	–	–	0.01%	341
2019 Q1	$6.89K	Hold	60	–	–	﹤0.01%	352
2018 Q4	$6.43K	Hold	60	–	–	0.01%	355
2018 Q3	$6.12K	Hold	60	–	–	﹤0.01%	365
2018 Q2	$5.58K	Sell	60 -15	-20%	-$1.4K	﹤0.01%	376
2018 Q1	$7.42K	Sell	75 -100	-57%	-$10.3K	0.01%	341
2017 Q4	$19.9K	Buy	175 +100	+133%	+$11K	0.01%	258
2017 Q3	$8.19K	Hold	75	–	–	0.01%	354
2017 Q2	$8.05K	Hold	75	–	–	0.01%	355
2017 Q1	$8.19K	Sell	75 -5	-6%	-$536	0.01%	347
2016 Q4	$8.27K	Buy	+80	New	+$7.9K	0.01%	357

Other funds holding HSY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return

West Paces Advisors's HSY Position: Q1 2024 in Review

West Paces Advisors sold out of Hershey (HSY) in Q1 2024, closing a stake of 12 shares — an estimated $2.24K sold.

West Paces Advisors first reported a position in HSY in Q4 2016 and held it in 24 quarters. The position peaked at $19.9K in Q4 2017. 1,361 funds tracked by Wall St. Rank hold HSY as of Q1 2024.

West Paces Advisors reported no remaining Hershey position as of Q1 2024 after selling out during the quarter.
West Paces Advisors sold 12 Hershey shares in Q1 2024, an estimated $2.24K.
West Paces Advisors first reported a position in Hershey in Q4 2016 and held it in 24 quarters.
West Paces Advisors's Hershey position peaked at $19.9K in Q4 2017.
1,361 funds tracked by Wall St. Rank held Hershey as of Q1 2024.

Based on West Paces Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.