Center for Financial Planning’s Hershey HSY Stock Holding History

Center for Financial Planning’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	-264	Closed	-$48.5K	–	594
2024 Q2	$48.5K	Sell	264 -78	-23%	-$15.1K	0.01%	235
2024 Q1	$66.5K	Buy	342 +78	+30%	+$15K	0.01%	210
2023 Q4	$49.2K	Hold	264	–	–	0.01%	221
2023 Q3	$52.8K	Buy	+264	New	+$59.1K	0.01%	211
2022 Q4	–	Sell	-264	Closed	-$58K	–	597
2022 Q3	$58K	Hold	264	–	–	0.02%	200
2022 Q2	$57K	Hold	264	–	–	0.01%	207
2022 Q1	$57K	Hold	264	–	–	0.01%	217
2021 Q4	$51K	Hold	264	–	–	0.01%	225
2021 Q3	$45K	Hold	264	–	–	0.01%	231
2021 Q2	$46K	Hold	264	–	–	0.01%	229
2021 Q1	$42K	Hold	264	–	–	0.01%	229
2020 Q4	$40K	Sell	264 -70	-21%	-$10.4K	0.01%	219
2020 Q3	$48K	Buy	334 +70	+27%	+$9.93K	0.02%	188
2020 Q2	$34K	Hold	264	–	–	0.01%	214
2020 Q1	$35K	Hold	264	–	–	0.01%	207
2019 Q4	$39K	Buy	+264	New	+$39.1K	0.01%	208

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Center for Financial Planning's HSY Position: Q3 2024 in Review

Center for Financial Planning sold out of Hershey (HSY) in Q3 2024, closing a stake of 264 shares — an estimated $48.5K sold.

Center for Financial Planning first reported a position in HSY in Q4 2019 and held it in 16 quarters. The position peaked at $66.5K in Q1 2024. 1,394 funds tracked by Wall St. Rank hold HSY as of Q3 2024.

Center for Financial Planning reported no remaining Hershey position as of Q3 2024 after selling out during the quarter.
Center for Financial Planning sold 264 Hershey shares in Q3 2024, an estimated $48.5K.
Center for Financial Planning first reported a position in Hershey in Q4 2019 and held it in 16 quarters.
Center for Financial Planning's Hershey position peaked at $66.5K in Q1 2024.
1,394 funds tracked by Wall St. Rank held Hershey as of Q3 2024.

Based on Center for Financial Planning's 13F filing for Q3 2024, filed 16 Oct 2024.