FFA
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Fairfield Financial Advisors’s Hershey HSY Stock Holding History

Fairfield Financial Advisors’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
-386
Closed -$74.1K – 272
2024
Q3 		$74.1K Sell
386
-396
-51% -$77K 0.03% 109
2024
Q2 		$144K Buy
+782
New +$151K 0.04% 80
2023
Q4 		$883K Sell
4,738
-3,649
-44% -$691K 0.34% 40
2023
Q3 		$1.68M Buy
8,387
+994
+13% +$223K 0.71% 31
2023
Q2 		$1.85M Buy
7,393
+4,037
+120% +$1.06M 0.74% 30
2023
Q1 		$850K Buy
3,356
+2,497
+291% +$587K 0.37% 37
2022
Q4 		$199K Buy
+859
New +$198K 0.09% 63

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

Fairfield Financial Advisors's HSY Position: Q4 2024 in Review

Fairfield Financial Advisors sold out of Hershey (HSY) in Q4 2024, closing a stake of 386 shares — an estimated $74.1K sold.

Fairfield Financial Advisors first reported a position in HSY in Q4 2022 and held it in 7 quarters. The position peaked at $1.85M in Q2 2023. 1,343 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

  • Fairfield Financial Advisors reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
  • Fairfield Financial Advisors sold 386 Hershey shares in Q4 2024, an estimated $74.1K.
  • Fairfield Financial Advisors first reported a position in Hershey in Q4 2022 and held it in 7 quarters.
  • Fairfield Financial Advisors's Hershey position peaked at $1.85M in Q2 2023.
  • 1,343 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on Fairfield Financial Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.