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Alpine Woods Capital Investors’s Hershey HSY Stock Holding History

Alpine Woods Capital Investors’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
Q4 		– Sell
-6,415
Closed -$1.15M – 178
2024
Q3 		$1.15M Sell
6,415
-12,600
-66% -$2.45M 0.2% 110
2024
Q2 		$3.5M Buy
+19,015
New +$3.68M 0.54% 59
2024
Q1 		– Sell
-19,611
Closed -$3.66M – 177
2023
Q4 		$3.66M Sell
19,611
-1,474
-7% -$279K 0.55% 56
2023
Q3 		$4.22M Buy
+21,085
New +$4.72M 0.68% 52

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Alpine Woods Capital Investors's HSY Position: Q4 2024 in Review

Alpine Woods Capital Investors sold out of Hershey (HSY) in Q4 2024, closing a stake of 6,415 shares — an estimated $1.15M sold.

Alpine Woods Capital Investors first reported a position in HSY in Q3 2023 and held it in 4 quarters. The position peaked at $4.22M in Q3 2023. 1,344 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

  • Alpine Woods Capital Investors reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
  • Alpine Woods Capital Investors sold 6,415 Hershey shares in Q4 2024, an estimated $1.15M.
  • Alpine Woods Capital Investors first reported a position in Hershey in Q3 2023 and held it in 4 quarters.
  • Alpine Woods Capital Investors's Hershey position peaked at $4.22M in Q3 2023.
  • 1,344 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on Alpine Woods Capital Investors's 13F filing for Q4 2024, filed 10 Feb 2025.