Claris Advisors’s Hershey HSY Stock Holding History

Claris Advisors’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	-252	Closed	-$48.4K	–	549
2024 Q3	$48.4K	Buy	+252	New	+$49K	0.02%	129

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

Claris Advisors's HSY Position: Q4 2024 in Review

Claris Advisors sold out of Hershey (HSY) in Q4 2024, closing a stake of 252 shares — an estimated $48.4K sold.

Claris Advisors first reported a position in HSY in Q3 2024 and held it in 1 quarter. The position peaked at $48.4K in Q3 2024. 1,343 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

Claris Advisors reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 252 Hershey shares in Q4 2024, an estimated $48.4K.
Claris Advisors first reported a position in Hershey in Q3 2024 and held it in 1 quarter.
Claris Advisors's Hershey position peaked at $48.4K in Q3 2024.
1,343 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.