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Alera Investment Advisors’s Hershey HSY Stock Holding History

Alera Investment Advisors’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
Q3 		$209K Buy
+1,092
New +$212K 0.02% 269
2024
Q2 		– Sell
-2,299
Closed -$447K – 283
2024
Q1 		$447K Buy
2,299
+1,114
+94% +$215K 0.06% 126
2023
Q4 		$221K Buy
+1,185
New +$225K 0.03% 151
2019
Q2 		– Sell
-44
Closed -$5K – 483
2019
Q1 		$5K Buy
+44
New +$4.79K ﹤0.01% 630

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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

Alera Investment Advisors's HSY Position: Q3 2024 in Review

Alera Investment Advisors opened a new position in Hershey (HSY) in Q3 2024: 1,092 shares worth $209K. The stake represents 0.02% of the portfolio and ranks #269 among its holdings. This is a return to the name: Alera Investment Advisors previously reported a position in HSY as recently as Q1 2024.

Alera Investment Advisors first reported a position in HSY in Q1 2019 and has held it in 4 quarters since. The position peaked at $447K in Q1 2024. 1,395 funds tracked by Wall St. Rank hold HSY as of Q3 2024.

  • Alera Investment Advisors held 1,092 shares of Hershey worth $209K as of Q3 2024.
  • Hershey was a new Alera Investment Advisors position in Q3 2024.
  • Hershey made up 0.02% of Alera Investment Advisors's portfolio in Q3 2024, its #269 holding.
  • Alera Investment Advisors first reported a position in Hershey in Q1 2019 and has held it in 4 quarters since.
  • Alera Investment Advisors's Hershey position peaked at $447K in Q1 2024.
  • 1,395 funds tracked by Wall St. Rank held Hershey as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.