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Wunderlich Capital Managemnt’s Hershey HSY Stock Holding History

Wunderlich Capital Managemnt’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
Q2 		$1.11M Buy
6,054
+414
+7% +$80.1K 0.5% 58
2024
Q1 		$1.1M Sell
5,640
-273
-5% -$52.7K 0.49% 60
2023
Q4 		$1.1M Buy
+5,913
New +$1.12M 0.5% 60

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wunderlich Capital Managemnt's HSY Position: Q2 2024 in Review

Wunderlich Capital Managemnt increased its Hershey (HSY) stake by 7.3% in Q2 2024, buying an estimated $80.1K and bringing the position to 6,054 shares worth $1.11M. The position accounts for 0.5% of the portfolio, ranked #58.

Wunderlich Capital Managemnt first reported a position in HSY in Q4 2023 and has held it in 3 quarters since. 1,383 funds tracked by Wall St. Rank hold HSY as of Q2 2024.

  • Wunderlich Capital Managemnt held 6,054 shares of Hershey worth $1.11M as of Q2 2024.
  • Wunderlich Capital Managemnt bought 414 Hershey shares in Q2 2024, an estimated $80.1K.
  • Hershey made up 0.5% of Wunderlich Capital Managemnt's portfolio in Q2 2024, its #58 holding.
  • Wunderlich Capital Managemnt first reported a position in Hershey in Q4 2023 and has held it in 3 quarters since.
  • 1,383 funds tracked by Wall St. Rank held Hershey as of Q2 2024.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2024, filed 14 Aug 2024.