Caitlin John’s Hershey HSY Stock Holding History

Caitlin John’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	-60	Closed	-$11.1K	–	873
2024 Q3	$11.1K	Buy	+60	New	+$11.7K	0.01%	475
2024 Q2	–	Sell	-26	Closed	-$4.98K	–	900
2024 Q1	$4.98K	Sell	26 -110	-81%	-$21.2K	﹤0.01%	571
2023 Q4	$25.3K	Buy	+136	New	+$25.8K	0.02%	304

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

Caitlin John's HSY Position: Q4 2024 in Review

Caitlin John sold out of Hershey (HSY) in Q4 2024, closing a stake of 60 shares — an estimated $11.1K sold.

Caitlin John first reported a position in HSY in Q4 2023 and held it in 3 quarters. The position peaked at $25.3K in Q4 2023. 1,343 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

Caitlin John reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
Caitlin John sold 60 Hershey shares in Q4 2024, an estimated $11.1K.
Caitlin John first reported a position in Hershey in Q4 2023 and held it in 3 quarters.
Caitlin John's Hershey position peaked at $25.3K in Q4 2023.
1,343 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on Caitlin John's 13F filing for Q4 2024, filed 27 Jan 2025.