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Brighton Jones LLC’s Hershey HSY Stock Holding History

Brighton Jones LLC’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
Q3 		– Sell
-2,631
Closed -$484K – 622
2024
Q2 		$484K Buy
2,631
+59
+2% +$11.4K 0.02% 356
2024
Q1 		$500K Buy
2,572
+4
+0.2% +$772 0.02% 349
2023
Q4 		$479K Buy
+2,568
New +$487K 0.02% 332
2023
Q2 		– Sell
-3,296
Closed -$839K – 552
2023
Q1 		$839K Buy
3,296
+38
+1% +$8.93K 0.05% 206
2022
Q4 		$754K Buy
+3,258
New +$751K 0.05% 193

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

Brighton Jones LLC's HSY Position: Q3 2024 in Review

Brighton Jones LLC sold out of Hershey (HSY) in Q3 2024, closing a stake of 2,631 shares — an estimated $484K sold.

Brighton Jones LLC first reported a position in HSY in Q4 2022 and held it in 5 quarters. The position peaked at $839K in Q1 2023. 1,394 funds tracked by Wall St. Rank hold HSY as of Q3 2024.

  • Brighton Jones LLC reported no remaining Hershey position as of Q3 2024 after selling out during the quarter.
  • Brighton Jones LLC sold 2,631 Hershey shares in Q3 2024, an estimated $484K.
  • Brighton Jones LLC first reported a position in Hershey in Q4 2022 and held it in 5 quarters.
  • Brighton Jones LLC's Hershey position peaked at $839K in Q1 2023.
  • 1,394 funds tracked by Wall St. Rank held Hershey as of Q3 2024.

Based on Brighton Jones LLC's 13F filing for Q3 2024, filed 22 Oct 2024.