Aspire Private Capital’s Hershey HSY Stock Holding History

Aspire Private Capital’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	-38	Closed	-$7.3K	–	368
2024 Q3	$7.3K	Buy	38 +10	+36%	+$1.94K	﹤0.01%	421
2024 Q2	$5.16K	Hold	28	–	–	﹤0.01%	461
2024 Q1	$5.46K	Hold	28	–	–	﹤0.01%	470
2023 Q4	$5.23K	Hold	28	–	–	﹤0.01%	462
2023 Q3	$5.61K	Hold	28	–	–	﹤0.01%	468
2023 Q2	$7K	Hold	28	–	–	﹤0.01%	415
2023 Q1	$7.13K	Hold	28	–	–	﹤0.01%	403
2022 Q4	$6.49K	Sell	28 -1	-3%	-$231	﹤0.01%	406
2022 Q3	$6K	Hold	29	–	–	﹤0.01%	397
2022 Q2	$6K	Hold	29	–	–	﹤0.01%	381
2022 Q1	$6K	Buy	29 +7	+32%	+$1.42K	﹤0.01%	377
2021 Q4	$4K	Buy	+22	New	+$3.98K	﹤0.01%	451
2021 Q1	–	Sell	-2	Closed	–	–	565
2020 Q4	$0	Hold	2	–	–	﹤0.01%	489
2020 Q3	$0	Sell	2 -59	-97%	-$8.37K	﹤0.01%	481
2020 Q2	$8K	Buy	61 +59	+2,950%	+$7.93K	﹤0.01%	217
2020 Q1	$0	Buy	+2	New	+$295	﹤0.01%	351

Other funds holding HSY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Aspire Private Capital's HSY Position: Q4 2024 in Review

Aspire Private Capital sold out of Hershey (HSY) in Q4 2024, closing a stake of 38 shares — an estimated $7.3K sold.

Aspire Private Capital first reported a position in HSY in Q1 2020 and held it in 16 quarters. The position peaked at $8K in Q2 2020. 1,343 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

Aspire Private Capital reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 38 Hershey shares in Q4 2024, an estimated $7.3K.
Aspire Private Capital first reported a position in Hershey in Q1 2020 and held it in 16 quarters.
Aspire Private Capital's Hershey position peaked at $8K in Q2 2020.
1,343 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.