Number of Shares
7,634.00
Current Holdings Value*
$1.31 Mil
% of Portfolio
2.35%
Total Estimate Gain
$-417,864.75
% of Total Estimate Gain
-8.10%

Calvert Focused Value Fund's The Hershey Co Holding Summary

As of 2025-03-31, CALVERT SOCIAL INVESTMENT FUND held 7,634.00 shares of The Hershey Co(HSY), totaling $1.31 Mil. This investment constitutes 2.35% of their stock portfolio, and CALVERT SOCIAL INVESTMENT FUND now holds 0% of the outstanding The Hershey Co(HSY) stock.

The initial trade took place in 2022Q2. And since then Calvert Focused Value Fund has made 8 purchases of HSY, at an average price of $199.04, for a total of 25,922.00 shares. In addition, there have been 3 sales at an average price of $187.80 for 18,288.00 shares. Based on historical transaction data and HSY's current price of $171.23, Calvert Focused Value Fund's estimated gain on his HSY holdings is $-417,864.75, reflecting a -8.10% gain to date.

Calvert Focused Value Fund HSY ($171.23) Holding Chart

Calvert Focused Value Fund HSY ($171.23) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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