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Edgestream Partners’s Hershey HSY Stock Holding History

Edgestream Partners’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
-2,038
Closed -$345K – 927
2024
Q4 		$345K Buy
2,038
+30
+1% +$5.38K 0.01% 740
2024
Q3 		$385K Buy
+2,008
New +$390K 0.02% 735
2024
Q2 		– Sell
-2,512
Closed -$489K – 930
2024
Q1 		$489K Sell
2,512
-19,122
-88% -$3.69M 0.02% 641
2023
Q4 		$4.03M Buy
21,634
+17,815
+466% +$3.38M 0.29% 67
2023
Q3 		$764K Sell
3,819
-8,056
-68% -$1.8M 0.06% 478
2023
Q2 		$2.97M Buy
11,875
+8,284
+231% +$2.17M 0.27% 88
2023
Q1 		$914K Buy
3,591
+1,692
+89% +$398K 0.1% 308
2022
Q4 		$440K Buy
1,899
+324
+21% +$74.7K 0.05% 382
2022
Q3 		$347K Buy
1,575
+364
+30% +$81.6K 0.03% 384
2022
Q2 		$261K Sell
1,211
-13,345
-92% -$2.91M 0.02% 463
2022
Q1 		$3.15M Buy
+14,556
New +$2.96M 0.25% 133
2020
Q3 		– Sell
-96,153
Closed -$12.5M – 317
2020
Q2 		$12.5M Buy
96,153
+57,290
+147% +$7.7M 0.66% 44
2020
Q1 		$5.15M Sell
38,863
-14,509
-27% -$2.14M 0.48% 65
2019
Q4 		$7.84M Buy
53,372
+46,732
+704% +$6.93M 0.41% 83
2019
Q3 		$1.03M Buy
+6,640
New +$1M 0.1% 182
2017
Q3 		– Sell
-4,773
Closed -$512K – 132
2017
Q2 		$512K Sell
4,773
-2,667
-36% -$294K 0.19% 82
2017
Q1 		$813K Buy
+7,440
New +$798K 0.36% 64
2015
Q2 		– Sell
-4,457
Closed -$450K – 114
2015
Q1 		$450K Sell
4,457
-1,505
-25% -$157K 0.59% 38
2014
Q4 		$620K Buy
+5,962
New +$580K 1.42% 23
2014
Q3 		– Sell
-12,218
Closed -$1.19M – 86
2014
Q2 		$1.19M Buy
+12,218
New +$1.2M 0.76% 34

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return

Edgestream Partners's HSY Position: Q1 2025 in Review

Edgestream Partners sold out of Hershey (HSY) in Q1 2025, closing a stake of 2,038 shares — an estimated $345K sold.

Edgestream Partners first reported a position in HSY in Q2 2014 and held it in 20 quarters. The position peaked at $12.5M in Q2 2020. 1,345 funds tracked by Wall St. Rank hold HSY as of Q1 2025.

  • Edgestream Partners reported no remaining Hershey position as of Q1 2025 after selling out during the quarter.
  • Edgestream Partners sold 2,038 Hershey shares in Q1 2025, an estimated $345K.
  • Edgestream Partners first reported a position in Hershey in Q2 2014 and held it in 20 quarters.
  • Edgestream Partners's Hershey position peaked at $12.5M in Q2 2020.
  • 1,345 funds tracked by Wall St. Rank held Hershey as of Q1 2025.

Based on Edgestream Partners's 13F filing for Q1 2025, filed 2 May 2025.