BFG
HSY icon

Bleakley Financial Group’s Hershey HSY Stock Holding History

Bleakley Financial Group’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
-1,569
Closed -$266K – 717
2024
Q4 		$266K Sell
1,569
-373
-19% -$66.9K 0.01% 843
2024
Q3 		$372K Buy
1,942
+23
+1% +$4.47K 0.01% 690
2024
Q2 		$353K Sell
1,919
-47
-2% -$9.09K 0.01% 713
2024
Q1 		$382K Buy
1,966
+138
+8% +$26.6K 0.01% 693
2023
Q4 		$341K Sell
1,828
-2,222
-55% -$421K 0.01% 700
2023
Q3 		$810K Sell
4,050
-986
-20% -$221K 0.03% 420
2023
Q2 		$1.26M Sell
5,036
-135
-3% -$35.4K 0.04% 355
2023
Q1 		$1.32M Sell
5,171
-5,118
-50% -$1.2M 0.04% 336
2022
Q4 		$2.38M Buy
+10,289
New +$2.37M 0.09% 215

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

Bleakley Financial Group's HSY Position: Q1 2025 in Review

Bleakley Financial Group sold out of Hershey (HSY) in Q1 2025, closing a stake of 1,569 shares — an estimated $266K sold.

Bleakley Financial Group first reported a position in HSY in Q4 2022 and held it in 9 quarters. The position peaked at $2.38M in Q4 2022. 1,342 funds tracked by Wall St. Rank hold HSY as of Q1 2025.

  • Bleakley Financial Group reported no remaining Hershey position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 1,569 Hershey shares in Q1 2025, an estimated $266K.
  • Bleakley Financial Group first reported a position in Hershey in Q4 2022 and held it in 9 quarters.
  • Bleakley Financial Group's Hershey position peaked at $2.38M in Q4 2022.
  • 1,342 funds tracked by Wall St. Rank held Hershey as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.