DBRC
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D.B. Root & Company’s Hershey HSY Stock Holding History

D.B. Root & Company’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
-1,224
Closed -$235K – 190
2024
Q3 		$235K Sell
1,224
-124
-9% -$24.1K 0.08% 162
2024
Q2 		$248K Buy
1,348
+143
+12% +$27.7K 0.08% 169
2024
Q1 		$234K Buy
+1,205
New +$232K 0.08% 162

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

D.B. Root & Company's HSY Position: Q4 2024 in Review

D.B. Root & Company sold out of Hershey (HSY) in Q4 2024, closing a stake of 1,224 shares — an estimated $235K sold.

D.B. Root & Company first reported a position in HSY in Q1 2024 and held it in 3 quarters. The position peaked at $248K in Q2 2024. 1,343 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

  • D.B. Root & Company reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
  • D.B. Root & Company sold 1,224 Hershey shares in Q4 2024, an estimated $235K.
  • D.B. Root & Company first reported a position in Hershey in Q1 2024 and held it in 3 quarters.
  • D.B. Root & Company's Hershey position peaked at $248K in Q2 2024.
  • 1,343 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on D.B. Root & Company's 13F filing for Q4 2024, filed 17 Jan 2025.