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Bison Wealth’s Hershey HSY Stock Holding History

Bison Wealth’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
-2,008
Closed -$385K – 368
2024
Q3 		$385K Sell
2,008
-105
-5% -$20.4K 0.06% 279
2024
Q2 		$411K Hold
2,113
– – 0.07% 275
2024
Q1 		$411K Sell
2,113
-50
-2% -$9.64K 0.07% 275
2023
Q4 		$403K Buy
2,163
+176
+9% +$33.3K 0.07% 265
2023
Q3 		$398K Buy
+1,987
New +$445K 0.08% 251

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

Bison Wealth's HSY Position: Q4 2024 in Review

Bison Wealth sold out of Hershey (HSY) in Q4 2024, closing a stake of 2,008 shares — an estimated $385K sold.

Bison Wealth first reported a position in HSY in Q3 2023 and held it in 5 quarters. The position peaked at $411K in Q2 2024. 1,344 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

  • Bison Wealth reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
  • Bison Wealth sold 2,008 Hershey shares in Q4 2024, an estimated $385K.
  • Bison Wealth first reported a position in Hershey in Q3 2023 and held it in 5 quarters.
  • Bison Wealth's Hershey position peaked at $411K in Q2 2024.
  • 1,344 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

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