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Westshore Wealth’s Hershey HSY Stock Holding History

Westshore Wealth’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
Q4 		– Sell
-1,100
Closed -$220K – 100
2023
Q3 		$220K Sell
1,100
-900
-45% -$201K 0.12% 81
2023
Q2 		$499K Sell
2,000
-507
-20% -$133K 0.25% 33
2023
Q1 		$638K Buy
2,507
+207
+9% +$48.6K 0.34% 28
2022
Q4 		$533K Buy
+2,300
New +$530K 0.3% 36

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Westshore Wealth's HSY Position: Q4 2023 in Review

Westshore Wealth sold out of Hershey (HSY) in Q4 2023, closing a stake of 1,100 shares — an estimated $220K sold.

Westshore Wealth first reported a position in HSY in Q4 2022 and held it in 4 quarters. The position peaked at $638K in Q1 2023. 1,347 funds tracked by Wall St. Rank hold HSY as of Q4 2023.

  • Westshore Wealth reported no remaining Hershey position as of Q4 2023 after selling out during the quarter.
  • Westshore Wealth sold 1,100 Hershey shares in Q4 2023, an estimated $220K.
  • Westshore Wealth first reported a position in Hershey in Q4 2022 and held it in 4 quarters.
  • Westshore Wealth's Hershey position peaked at $638K in Q1 2023.
  • 1,347 funds tracked by Wall St. Rank held Hershey as of Q4 2023.

Based on Westshore Wealth's 13F filing for Q4 2023, filed 15 Feb 2024.