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Donoghue Forlines’s Hershey HSY Stock Holding History

Donoghue Forlines’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
-6,416
Closed -$1.23M – 173
2024
Q3 		$1.23M Buy
+6,416
New +$1.25M 0.35% 98
2024
Q2 		– Sell
-3,350
Closed -$652K – 242
2024
Q1 		$652K Buy
3,350
+111
+3% +$21.4K 0.19% 133
2023
Q4 		$604K Sell
3,239
-239
-7% -$45.3K 0.19% 140
2023
Q3 		$696K Sell
3,478
-1,173
-25% -$263K 0.25% 124
2023
Q2 		$1.16M Sell
4,651
-591
-11% -$155K 0.36% 70
2023
Q1 		$1.33M Sell
5,242
-464
-8% -$109K 0.48% 43
2022
Q4 		$1.32M Buy
5,706
+2,653
+87% +$612K 0.47% 54
2022
Q3 		$673K Sell
3,053
-286
-9% -$64.1K 0.24% 66
2022
Q2 		$718K Sell
3,339
-438
-12% -$95.5K 0.19% 134
2022
Q1 		$818K Sell
3,777
-12,402
-77% -$2.52M 0.18% 187
2021
Q4 		$3.13M Buy
16,179
+9,820
+154% +$1.78M 0.53% 28
2021
Q3 		$1.08M Sell
6,359
-10,874
-63% -$1.92M 0.21% 115
2021
Q2 		$3M Buy
+17,233
New +$2.9M 0.56% 35
2019
Q4 		– Sell
-16,519
Closed -$2.56M – 176
2019
Q3 		$2.56M Sell
16,519
-2,022
-11% -$305K 0.36% 75
2019
Q2 		$2.48M Buy
+18,541
New +$2.36M 0.29% 111

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

Donoghue Forlines's HSY Position: Q4 2024 in Review

Donoghue Forlines sold out of Hershey (HSY) in Q4 2024, closing a stake of 6,416 shares — an estimated $1.23M sold.

Donoghue Forlines first reported a position in HSY in Q2 2019 and held it in 15 quarters. The position peaked at $3.13M in Q4 2021. 1,343 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

  • Donoghue Forlines reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
  • Donoghue Forlines sold 6,416 Hershey shares in Q4 2024, an estimated $1.23M.
  • Donoghue Forlines first reported a position in Hershey in Q2 2019 and held it in 15 quarters.
  • Donoghue Forlines's Hershey position peaked at $3.13M in Q4 2021.
  • 1,343 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on Donoghue Forlines's 13F filing for Q4 2024, filed 17 Jan 2025.