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Concourse Financial Group Securities’s Hershey HSY Stock Holding History

Concourse Financial Group Securities’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
-4,058
Closed -$613K – 938
2024
Q4 		$613K Buy
4,058
+81
+2% +$14.5K 0.03% 432
2024
Q3 		$763K Buy
3,977
+198
+5% +$38.5K 0.05% 369
2024
Q2 		$695K Sell
3,779
-510
-12% -$98.7K 0.04% 372
2024
Q1 		$834K Buy
4,289
+477
+13% +$92K 0.05% 338
2023
Q4 		$711K Buy
3,812
+751
+25% +$142K 0.05% 365
2023
Q3 		$612K Buy
3,061
+365
+14% +$81.7K 0.05% 373
2023
Q2 		$673K Buy
2,696
+449
+20% +$118K 0.05% 370
2023
Q1 		$572K Buy
2,247
+46
+2% +$10.8K 0.04% 409
2022
Q4 		$510K Buy
2,201
+76
+4% +$17.5K 0.04% 407
2022
Q3 		$468K Buy
2,125
+253
+14% +$56.7K 0.04% 366
2022
Q2 		$403K Sell
1,872
-1
-0.1% -$218 0.03% 443
2022
Q1 		$406K Sell
1,873
-1,208
-39% -$245K 0.03% 471
2021
Q4 		$596K Buy
3,081
+360
+13% +$65.2K 0.03% 442
2021
Q3 		$461K Buy
2,721
+716
+36% +$127K 0.03% 483
2021
Q2 		$349K Buy
2,005
+132
+7% +$22.2K 0.02% 540
2021
Q1 		$296K Buy
1,873
+325
+21% +$48.9K 0.02% 555
2020
Q4 		$236K Buy
1,548
+150
+11% +$22.2K 0.02% 580
2020
Q3 		$200K Sell
1,398
-73
-5% -$10.4K 0.02% 549
2020
Q2 		$191K Buy
1,471
+81
+6% +$10.9K 0.02% 531
2020
Q1 		$184K Buy
1,390
+26
+2% +$3.84K 0.02% 486
2019
Q4 		$200K Buy
1,364
+825
+153% +$122K 0.02% 506
2019
Q3 		$84K Sell
539
-783
-59% -$118K 0.02% 478
2019
Q2 		$177K Buy
1,322
+49
+4% +$6.22K 0.02% 499
2019
Q1 		$146K Buy
1,273
+679
+114% +$73.9K 0.02% 579
2018
Q4 		$63K Buy
594
+349
+142% +$37.1K 0.01% 747
2018
Q3 		$25K Buy
+245
New +$24.2K 0.01% 791

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

Concourse Financial Group Securities's HSY Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Hershey (HSY) in Q1 2025, closing a stake of 4,058 shares — an estimated $613K sold.

Concourse Financial Group Securities first reported a position in HSY in Q3 2018 and held it in 26 quarters. The position peaked at $834K in Q1 2024. 1,343 funds tracked by Wall St. Rank hold HSY as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Hershey position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 4,058 Hershey shares in Q1 2025, an estimated $613K.
  • Concourse Financial Group Securities first reported a position in Hershey in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Hershey position peaked at $834K in Q1 2024.
  • 1,343 funds tracked by Wall St. Rank held Hershey as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.