WSTAM
HSY icon

Wilbanks Smith & Thomas Asset Management’s Hershey HSY Stock Holding History

Wilbanks Smith & Thomas Asset 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
Q1 		$705K Sell
3,624
-27
-0.7% -$5.21K 0.02% 286
2023
Q4 		$681K Buy
3,651
+41
+1% +$7.77K 0.02% 287
2023
Q3 		$722K Buy
3,610
+43
+1% +$9.63K 0.03% 258
2023
Q2 		$891K Buy
3,567
+319
+10% +$83.7K 0.03% 239
2023
Q1 		$826K Buy
3,248
+401
+14% +$94.2K 0.03% 244
2022
Q4 		$659K Buy
2,847
+1
+0% +$231 0.03% 263
2022
Q3 		$627K Buy
2,846
+1
+0% +$224 0.03% 261
2022
Q2 		$612K Buy
2,845
+42
+1% +$9.15K 0.03% 268
2022
Q1 		$617K Buy
2,803
+1
+0% +$203 0.02% 274
2021
Q4 		$542K Hold
2,802
– – 0.02% 316
2021
Q3 		$474K Sell
2,802
-139
-5% -$24.6K 0.02% 315
2021
Q2 		$512K Buy
2,941
+1
+0% +$168 0.02% 304
2021
Q1 		$465K Buy
2,940
+168
+6% +$25.3K 0.02% 293
2020
Q4 		$422K Sell
2,772
-104
-4% -$15.4K 0.02% 284
2020
Q3 		$412K Sell
2,876
-999
-26% -$142K 0.02% 272
2020
Q2 		$502K Sell
3,875
-183
-5% -$24.6K 0.03% 232
2020
Q1 		$538K Sell
4,058
-2,972
-42% -$438K 0.04% 209
2019
Q4 		$1.03M Buy
7,030
+1
+0% +$148 0.06% 171
2019
Q3 		$1.09M Sell
7,029
-113
-2% -$17.1K 0.07% 166
2019
Q2 		$957K Sell
7,142
-172
-2% -$21.9K 0.06% 174
2019
Q1 		$840K Buy
7,314
+172
+2% +$18.7K 0.05% 183
2018
Q4 		$766K Buy
7,142
+3
+0% +$319 0.05% 166
2018
Q3 		$728K Buy
7,139
+162
+2% +$16K 0.04% 193
2018
Q2 		$649K Buy
6,977
+11
+0.2% +$1.03K 0.05% 168
2018
Q1 		$689K Sell
6,966
-98
-1% -$10.1K 0.06% 164
2017
Q4 		$802K Buy
7,064
+1
+0% +$110 0.06% 154
2017
Q3 		$771K Buy
7,063
+201
+3% +$21.4K 0.07% 153
2017
Q2 		$737K Buy
6,862
+1
+0% +$110 0.06% 156
2017
Q1 		$750K Buy
6,861
+2
+0% +$214 0.06% 154
2016
Q4 		$709K Buy
6,859
+2,481
+57% +$245K 0.06% 150
2016
Q3 		$419K Sell
4,378
-2,779
-39% -$294K 0.04% 181
2016
Q2 		$812K Sell
7,157
-49
-0.7% -$4.59K 0.08% 143
2016
Q1 		$664K Sell
7,206
-95
-1% -$8.48K 0.08% 145
2015
Q4 		$652K Buy
7,301
+2,484
+52% +$223K 0.06% 144
2015
Q3 		$443K Sell
4,817
-2,477
-34% -$226K 0.06% 159
2015
Q2 		$648K Buy
7,294
+55
+0.8% +$5.19K 0.06% 155
2015
Q1 		$730K Buy
7,239
+1
+0% +$104 0.07% 141
2014
Q4 		$752K Buy
7,238
+4
+0.1% +$389 0.08% 142
2014
Q3 		$690K Buy
7,234
+1
+0% +$93 0.08% 132
2014
Q2 		$704K Sell
7,233
-39
-0.5% -$3.83K 0.08% 138
2014
Q1 		$759K Sell
7,272
-7
-0.1% -$716 0.09% 131
2013
Q4 		$708K Buy
7,279
+2
+0% +$192 0.08% 134
2013
Q3 		$673K Buy
7,277
+3
+0% +$280 0.09% 131
2013
Q2 		$649K Buy
+7,274
New +$643K 0.1% 128

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's HSY Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management reduced its Hershey (HSY) stake by 0.74% in Q1 2024, selling an estimated $5.21K and leaving 3,624 shares worth $705K. The position accounts for 0.02% of the portfolio, ranked #286.

Wilbanks Smith & Thomas Asset Management first reported a position in HSY in Q2 2013 and has held it in 44 quarters since. The position peaked at $1.09M in Q3 2019. 1,361 funds tracked by Wall St. Rank hold HSY as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 3,624 shares of Hershey worth $705K as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management sold 27 Hershey shares in Q1 2024, an estimated $5.21K.
  • Hershey made up 0.02% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #286 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Hershey in Q2 2013 and has held it in 44 quarters since.
  • Wilbanks Smith & Thomas Asset Management's Hershey position peaked at $1.09M in Q3 2019.
  • 1,361 funds tracked by Wall St. Rank held Hershey as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.