Baldwin Investment Management’s Hershey HSY Stock Holding History

Baldwin Investment 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
2024 Q4	–	Sell	-1,401	Closed	-$269K	–	207
2024 Q3	$269K	Hold	1,401	–	–	0.03%	192
2024 Q2	$258K	Hold	1,401	–	–	0.04%	190
2024 Q1	$272K	Hold	1,401	–	–	0.04%	191
2023 Q4	$261K	Hold	1,401	–	–	0.04%	182
2023 Q3	$280K	Hold	1,401	–	–	0.05%	168
2023 Q2	$350K	Hold	1,401	–	–	0.06%	161
2023 Q1	$356K	Hold	1,401	–	–	0.06%	160
2022 Q4	$324K	Hold	1,401	–	–	0.06%	166
2022 Q3	$309	Sell	1,401 -4	-0.3%	-$896	0.06%	164
2022 Q2	$302	Buy	1,405 +4	+0.3%	+$872	0.06%	183
2022 Q1	$303	Buy	+1,401	New	+$285K	0.05%	205
2021 Q4	–	Sell	-1,701	Closed	-$288K	–	258
2021 Q3	$288K	Hold	1,701	–	–	0.05%	204
2021 Q2	$296K	Sell	1,701 -1	-0.1%	-$168	0.05%	204
2021 Q1	$269K	Sell	1,702 -23	-1%	-$3.46K	0.05%	211
2020 Q4	$263K	Sell	1,725 -100	-5%	-$14.8K	0.05%	203
2020 Q3	$262K	Sell	1,825 -75	-4%	-$10.6K	0.06%	175
2020 Q2	$246K	Hold	1,900	–	–	0.08%	134
2020 Q1	$252K	Hold	1,900	–	–	0.09%	125
2019 Q4	$279K	Hold	1,900	–	–	0.07%	143
2019 Q3	$294K	Hold	1,900	–	–	0.09%	137
2019 Q2	$255K	Hold	1,900	–	–	0.07%	146
2019 Q1	$218K	Hold	1,900	–	–	0.07%	157
2018 Q4	$204K	Buy	+1,900	New	+$202K	0.06%	154

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

Baldwin Investment Management's HSY Position: Q4 2024 in Review

Baldwin Investment Management sold out of Hershey (HSY) in Q4 2024, closing a stake of 1,401 shares — an estimated $269K sold.

Baldwin Investment Management first reported a position in HSY in Q4 2018 and held it in 23 quarters. The position peaked at $356K in Q1 2023. 1,343 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

Baldwin Investment Management reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
Baldwin Investment Management sold 1,401 Hershey shares in Q4 2024, an estimated $269K.
Baldwin Investment Management first reported a position in Hershey in Q4 2018 and held it in 23 quarters.
Baldwin Investment Management's Hershey position peaked at $356K in Q1 2023.
1,343 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on Baldwin Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.