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Aspetuck Financial Management’s Hershey HSY Stock Holding History

Aspetuck Financial 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
2025
Q1 		– Sell
-100
Closed -$16.9K – 120
2024
Q4 		$16.9K Buy
+100
New +$17.9K 0.01% 149

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Aspetuck Financial Management's HSY Position: Q1 2025 in Review

Aspetuck Financial Management sold out of Hershey (HSY) in Q1 2025, closing a stake of 100 shares — an estimated $16.9K sold.

Aspetuck Financial Management first reported a position in HSY in Q4 2024 and held it in 1 quarter. The position peaked at $16.9K in Q4 2024. 1,342 funds tracked by Wall St. Rank hold HSY as of Q1 2025.

  • Aspetuck Financial Management reported no remaining Hershey position as of Q1 2025 after selling out during the quarter.
  • Aspetuck Financial Management sold 100 Hershey shares in Q1 2025, an estimated $16.9K.
  • Aspetuck Financial Management first reported a position in Hershey in Q4 2024 and held it in 1 quarter.
  • Aspetuck Financial Management's Hershey position peaked at $16.9K in Q4 2024.
  • 1,342 funds tracked by Wall St. Rank held Hershey as of Q1 2025.

Based on Aspetuck Financial Management's 13F filing for Q1 2025, filed 23 Apr 2025.