9WM
HSY icon

9258 Wealth Management’s Hershey HSY Stock Holding History

9258 Wealth 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 		– Sell
-1,461
Closed -$272K – 348
2023
Q4 		$272K Sell
1,461
-779
-35% -$148K 0.05% 265
2023
Q3 		$448K Hold
2,240
– – 0.09% 187
2023
Q2 		$559K Hold
2,240
– – 0.11% 166
2023
Q1 		$570K Buy
2,240
+79
+4% +$18.6K 0.12% 164
2022
Q4 		$500K Hold
2,161
– – 0.11% 175
2022
Q3 		$476K Sell
2,161
-203
-9% -$45.5K 0.12% 170
2022
Q2 		$509K Buy
2,364
+8
+0.3% +$1.74K 0.13% 171
2022
Q1 		$510K Hold
2,356
– – 0.12% 185
2021
Q4 		$456K Buy
2,356
+13
+0.6% +$2.35K 0.1% 209
2021
Q3 		$397K Hold
2,343
– – 0.11% 207
2021
Q2 		$408K Buy
2,343
+45
+2% +$7.58K 0.11% 203
2021
Q1 		$363K Buy
2,298
+5
+0.2% +$753 0.11% 202
2020
Q4 		$349K Sell
2,293
-35
-2% -$5.18K 0.11% 199
2020
Q3 		$320K Buy
2,328
+8
+0.3% +$1.13K 0.12% 193
2020
Q2 		$301K Buy
2,320
+31
+1% +$4.17K 0.12% 201
2020
Q1 		$309K Sell
2,289
-492
-18% -$72.6K 0.14% 180
2019
Q4 		$409K Buy
+2,781
New +$412K 0.15% 176

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 $107B AUM 24.58% 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

9258 Wealth Management's HSY Position: Q1 2024 in Review

9258 Wealth Management sold out of Hershey (HSY) in Q1 2024, closing a stake of 1,461 shares — an estimated $272K sold.

9258 Wealth Management first reported a position in HSY in Q4 2019 and held it in 17 quarters. The position peaked at $570K in Q1 2023. 1,360 funds tracked by Wall St. Rank hold HSY as of Q1 2024.

  • 9258 Wealth Management reported no remaining Hershey position as of Q1 2024 after selling out during the quarter.
  • 9258 Wealth Management sold 1,461 Hershey shares in Q1 2024, an estimated $272K.
  • 9258 Wealth Management first reported a position in Hershey in Q4 2019 and held it in 17 quarters.
  • 9258 Wealth Management's Hershey position peaked at $570K in Q1 2023.
  • 1,360 funds tracked by Wall St. Rank held Hershey as of Q1 2024.

Based on 9258 Wealth Management's 13F filing for Q1 2024, filed 3 May 2024.