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Western Financial Corp’s Hershey HSY Stock Holding History

Western Financial Corp’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
-3,554
Closed -$887K – 114
2023
Q2 		$887K Buy
3,554
+185
+5% +$48.5K 0.6% 35
2023
Q1 		$857K Buy
3,369
+34
+1% +$7.99K 0.61% 33
2022
Q4 		$772K Buy
3,335
+136
+4% +$31.4K 0.5% 47
2022
Q3 		$705K Buy
3,199
+869
+37% +$195K 0.49% 41
2022
Q2 		$501K Buy
+2,330
New +$508K 0.36% 60

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

Western Financial Corp's HSY Position: Q3 2023 in Review

Western Financial Corp sold out of Hershey (HSY) in Q3 2023, closing a stake of 3,554 shares — an estimated $887K sold.

Western Financial Corp first reported a position in HSY in Q2 2022 and held it in 5 quarters. The position peaked at $887K in Q2 2023. 1,297 funds tracked by Wall St. Rank hold HSY as of Q3 2023.

  • Western Financial Corp reported no remaining Hershey position as of Q3 2023 after selling out during the quarter.
  • Western Financial Corp sold 3,554 Hershey shares in Q3 2023, an estimated $887K.
  • Western Financial Corp first reported a position in Hershey in Q2 2022 and held it in 5 quarters.
  • Western Financial Corp's Hershey position peaked at $887K in Q2 2023.
  • 1,297 funds tracked by Wall St. Rank held Hershey as of Q3 2023.

Based on Western Financial Corp's 13F filing for Q3 2023, filed 19 Oct 2023.