Evercore Wealth Management, LLC Hershey CO Transaction History

Evercore Wealth Management, LLC

$6.66 Billion
Q3 2024

A detailed history of Evercore Wealth Management, LLC transactions in Hershey CO stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 1,513 shares of HSY stock, worth $264,487. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,513

Previous 1,513 -0.0%

Holding current value

$264,487

Previous $278,000 4.32%

% of portfolio

0.0%

Previous 0.0%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$182.0 - $209.51 $546 - $628	-3 Reduced 0.2%	1,513 $278,000
Q1 2024 May 15, 2024	SELL	$184.0 - $202.31 $3,680 - $4,046	-20 Reduced 1.3%	1,516 $294,000
Q4 2023 Feb 14, 2024	BUY	$179.52 - $199.01 $1,615 - $1,791	9 Added 0.59%	1,536 $286,000
Q3 2023 Nov 14, 2023	SELL	$200.08 - $251.73 $5,602 - $7,048	-28 Reduced 1.8%	1,527 $305,000
Q2 2023 Aug 04, 2023	SELL	$248.68 - $276.35 $3,232 - $3,592	-13 Reduced 0.83%	1,555 $388,000
Q1 2023 May 15, 2023	BUY	$214.52 - $254.41 $6,435 - $7,632	30 Added 1.95%	1,568 $398,000
Q4 2022 Feb 14, 2023	BUY	$217.31 - $241.3 $2,390 - $2,654	11 Added 0.72%	1,538 $356,000
Q3 2022 Nov 14, 2022	BUY	$215.06 - $233.38 $3,010 - $3,267	14 Added 0.93%	1,527 $337,000
Q1 2022 May 16, 2022	SELL	$193.21 - $216.65 $8,114 - $9,099	-42 Reduced 2.7%	1,513 $328,000
Q2 2021 Aug 16, 2021	SELL	$158.19 - $175.12 $63,276 - $70,048	-400 Reduced 20.46%	1,555 $270,000
Q1 2021 May 17, 2021	SELL	$144.37 - $161.13 $63,955 - $71,380	-443 Reduced 18.47%	1,955 $309,000
Q3 2020 Nov 16, 2020	BUY	$126.75 - $149.59 $11,407 - $13,463	90 Added 3.9%	2,398 $343,000
Q2 2020 Aug 13, 2020	SELL	$125.85 - $146.46 $17,115 - $19,918	-136 Reduced 5.56%	2,308 $299,000
Q1 2020 May 14, 2020	SELL	$111.43 - $160.95 $18,274 - $26,395	-164 Reduced 6.29%	2,444 $324,000
Q4 2019 Feb 13, 2020	SELL	$140.29 - $157.7 $7,014 - $7,884	-50 Reduced 1.88%	2,608 $384,000
Q3 2019 Nov 14, 2019	SELL	$134.25 - $161.4 $268 - $322	-2 Reduced 0.08%	2,658 $411,000
Q1 2019 May 14, 2019	SELL	$104.3 - $114.83 $10,221 - $11,253	-98 Reduced 3.55%	2,660 $305,000
Q4 2018 Feb 13, 2019	BUY	$101.64 - $110.01 $10,164 - $11,001	100 Added 3.76%	2,758 $296,000
Q3 2018 Nov 13, 2018	BUY	$91.04 - $106.6 $10,014 - $11,726	110 Added 4.32%	2,658 $271,000
Q1 2018 May 15, 2018	SELL	$96.06 - $114.06 $4,803 - $5,703	-50 Reduced 1.92%	2,548 $252,000
Q4 2017 Feb 13, 2018	SELL	$102.87 - $115.45 $15,430 - $17,317	-150 Reduced 5.46%	2,598 $295,000
Q3 2017 Nov 13, 2017	BUY	$104.4 - $110.5 $286,891 - $303,654	2,748	2,748 $300,000

Others Institutions Holding HSY

# of Institutions

1,538

Shares Held

123M

Call Options Held

2.24M

Put Options Held

2.24M

View Full List

About HERSHEY CO

Ticker HSY
Exchange NYSE
Sector Consumer Defensive
Industry Confectioners
Shares Outstandng 146,870,000
Market Cap $25.7B
Description
The Hershey Company, together with its subsidiaries, engages in the manufacture and sale of confectionery products and pantry items in the United States and internationally. The company operates through three segments: North America Confectionery, North America Salty Snacks, and International. It offers chocolate and non-chocolate confectionery ...

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Evercore Wealth Management, LLC Hershey CO Transaction History