FA
HSY icon

FDx Advisors’s Hershey HSY Stock Holding History

FDx 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
Q1 		– Sell
-1,452
Closed -$271K – 481
2023
Q4 		$271K Sell
1,452
-100
-6% -$18.9K 0.02% 551
2023
Q3 		$311K Sell
1,552
-21
-1% -$4.7K 0.03% 463
2023
Q2 		$393K Sell
1,573
-100
-6% -$26.2K 0.02% 514
2023
Q1 		$387K Hold
1,673
– – 0.02% 478
2022
Q4 		$387K Sell
1,673
-152
-8% -$35K 0.02% 478
2022
Q3 		$402K Sell
1,825
-434
-19% -$97.3K 0.02% 461
2022
Q2 		$486K Buy
2,259
+498
+28% +$109K 0.02% 486
2022
Q1 		$381K Sell
1,761
-176
-9% -$35.7K 0.01% 582
2021
Q4 		$375K Buy
1,937
+345
+22% +$62.5K 0.01% 624
2021
Q3 		$269K Buy
1,592
+46
+3% +$8.13K 0.01% 703
2021
Q2 		$269K Buy
+1,546
New +$260K 0.01% 694
2016
Q3 		– Sell
-3,460
Closed -$393K – 921
2016
Q2 		$393K Sell
3,460
-1,561
-31% -$146K 0.02% 667
2016
Q1 		$462K Buy
5,021
+944
+23% +$84.2K 0.02% 599
2015
Q4 		$364K Buy
4,077
+878
+27% +$78.7K 0.02% 658
2015
Q3 		$294K Buy
3,199
+396
+14% +$36.1K 0.03% 626
2015
Q2 		$249K Buy
2,803
+403
+17% +$38K 0.01% 818
2015
Q1 		$238K Buy
+2,400
New +$250K 0.01% 1346
2014
Q2 		– Sell
-3,917
Closed -$409K – 983
2014
Q1 		$409K Buy
3,917
+851
+28% +$87.1K 0.03% 500
2013
Q4 		$298K Buy
3,066
+44
+1% +$4.23K 0.03% 529
2013
Q3 		$280K Buy
3,022
+500
+20% +$46.6K 0.03% 463
2013
Q2 		$225K Buy
+2,522
New +$223K 0.03% 455

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return

FDx Advisors's HSY Position: Q1 2024 in Review

FDx Advisors sold out of Hershey (HSY) in Q1 2024, closing a stake of 1,452 shares — an estimated $271K sold.

FDx Advisors first reported a position in HSY in Q2 2013 and held it in 21 quarters. The position peaked at $486K in Q2 2022. 1,361 funds tracked by Wall St. Rank hold HSY as of Q1 2024.

  • FDx Advisors reported no remaining Hershey position as of Q1 2024 after selling out during the quarter.
  • FDx Advisors sold 1,452 Hershey shares in Q1 2024, an estimated $271K.
  • FDx Advisors first reported a position in Hershey in Q2 2013 and held it in 21 quarters.
  • FDx Advisors's Hershey position peaked at $486K in Q2 2022.
  • 1,361 funds tracked by Wall St. Rank held Hershey as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.