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Alta Advisers’s Hershey HSY Stock Holding History

Alta Advisers’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
-500
Closed -$95.9K – 278
2024
Q3 		$95.9K Hold
500
– – 0.04% 309
2024
Q2 		$91.9K Hold
500
– – 0.04% 283
2024
Q1 		$97.3K Hold
500
– – 0.05% 285
2023
Q4 		$93.2K Hold
500
– – 0.05% 271
2023
Q3 		$100K Hold
500
– – 0.06% 239
2023
Q2 		$125K Hold
500
– – 0.07% 184
2023
Q1 		$127K Hold
500
– – 0.08% 170
2022
Q4 		$116K Hold
500
– – 0.07% 188
2022
Q3 		$110K Buy
+500
New +$112K 0.07% 179

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 $1.6B AUM 20.7% 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

Alta Advisers's HSY Position: Q4 2024 in Review

Alta Advisers sold out of Hershey (HSY) in Q4 2024, closing a stake of 500 shares — an estimated $95.9K sold.

Alta Advisers first reported a position in HSY in Q3 2022 and held it in 9 quarters. The position peaked at $127K in Q1 2023. 1,343 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

  • Alta Advisers reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
  • Alta Advisers sold 500 Hershey shares in Q4 2024, an estimated $95.9K.
  • Alta Advisers first reported a position in Hershey in Q3 2022 and held it in 9 quarters.
  • Alta Advisers's Hershey position peaked at $127K in Q1 2023.
  • 1,343 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on Alta Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.