Edge Capital Group’s Hershey HSY Stock Holding History

Edge Capital Group’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	$289K	Sell	1,709 -297	-15%	-$53.3K	0.01%	269
2024 Q3	$385K	Hold	2,006	–	–	0.02%	238
2024 Q2	$369K	Hold	2,006	–	–	0.02%	236
2024 Q1	$390K	Hold	2,006	–	–	0.02%	233
2023 Q4	$374K	Buy	2,006 +475	+31%	+$90K	0.02%	228
2023 Q3	$306K	Sell	1,531 -9,000	-85%	-$2.01M	0.02%	231
2023 Q2	$2.63M	Buy	10,531 +804	+8%	+$211K	0.15%	121
2023 Q1	$2.47M	Buy	9,727 +8,850	+1,009%	+$2.08M	0.15%	114
2022 Q4	$203K	Hold	877	–	–	0.01%	284
2022 Q3	$193K	Hold	877	–	–	0.02%	274
2022 Q2	$189K	Buy	+877	New	+$191K	0.02%	273

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

Edge Capital Group's HSY Position: Q4 2024 in Review

Edge Capital Group reduced its Hershey (HSY) stake by 15% in Q4 2024, selling an estimated $53.3K and leaving 1,709 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #269.

Edge Capital Group first reported a position in HSY in Q2 2022 and has held it in 11 quarters since. The position peaked at $2.63M in Q2 2023. 1,343 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

Edge Capital Group held 1,709 shares of Hershey worth $289K as of Q4 2024.
Edge Capital Group sold 297 Hershey shares in Q4 2024, an estimated $53.3K.
Hershey made up 0.01% of Edge Capital Group's portfolio in Q4 2024, its #269 holding.
Edge Capital Group first reported a position in Hershey in Q2 2022 and has held it in 11 quarters since.
Edge Capital Group's Hershey position peaked at $2.63M in Q2 2023.
1,343 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.