Castleview Partners’s Hershey HSY Stock Holding History

Castleview Partners’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	-165	Closed	-$27.9K	–	342
2024 Q4	$27.9K	Buy	165 +97	+143%	+$17.4K	0.02%	424
2024 Q3	$13.1K	Sell	68 -140	-67%	-$27.2K	0.01%	517
2024 Q2	$38.2K	Buy	208 +2	+1%	+$387	0.02%	360
2024 Q1	$40.1K	Buy	206 +67	+48%	+$12.9K	0.02%	374
2023 Q4	$25.9K	Buy	+139	New	+$26.3K	0.02%	400
2022 Q1	–	Sell	-12,382	Closed	-$64	–	841
2021 Q4	$64	Buy	+12,382	New	+$2.24M	﹤0.01%	859
2018 Q1	$204K	Buy	+2,062	New	+$213K	0.17%	108

Other funds holding HSY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Castleview Partners's HSY Position: Q1 2025 in Review

Castleview Partners sold out of Hershey (HSY) in Q1 2025, closing a stake of 165 shares — an estimated $27.9K sold.

Castleview Partners first reported a position in HSY in Q1 2018 and held it in 7 quarters. The position peaked at $204K in Q1 2018. 1,342 funds tracked by Wall St. Rank hold HSY as of Q1 2025.

Castleview Partners reported no remaining Hershey position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 165 Hershey shares in Q1 2025, an estimated $27.9K.
Castleview Partners first reported a position in Hershey in Q1 2018 and held it in 7 quarters.
Castleview Partners's Hershey position peaked at $204K in Q1 2018.
1,342 funds tracked by Wall St. Rank held Hershey as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.