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Curi RMB Capital’s Hershey HSY Stock Holding History

Curi RMB Capital’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
-2,404
Closed -$461K – 534
2024
Q3 		$461K Sell
2,404
-367
-13% -$71.3K 0.01% 431
2024
Q2 		$509K Sell
2,771
-482
-15% -$93.3K 0.01% 423
2024
Q1 		$633K Sell
3,253
-1
-0% -$193 0.01% 404
2023
Q4 		$607K Sell
3,254
-4
-0.1% -$758 0.02% 365
2023
Q3 		$652K Buy
3,258
+2,024
+164% +$453K 0.02% 339
2023
Q2 		$308K Buy
1,234
+10
+0.8% +$2.62K 0.01% 429
2023
Q1 		$311K Hold
1,224
– – 0.01% 423
2022
Q4 		$283K Buy
+1,224
New +$282K 0.01% 424

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Curi RMB Capital's HSY Position: Q4 2024 in Review

Curi RMB Capital sold out of Hershey (HSY) in Q4 2024, closing a stake of 2,404 shares — an estimated $461K sold.

Curi RMB Capital first reported a position in HSY in Q4 2022 and held it in 8 quarters. The position peaked at $652K in Q3 2023. 1,343 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

  • Curi RMB Capital reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
  • Curi RMB Capital sold 2,404 Hershey shares in Q4 2024, an estimated $461K.
  • Curi RMB Capital first reported a position in Hershey in Q4 2022 and held it in 8 quarters.
  • Curi RMB Capital's Hershey position peaked at $652K in Q3 2023.
  • 1,343 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on Curi RMB Capital's 13F filing for Q4 2024, filed 13 Feb 2025.