Fernwood Investment Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $445K | Sell |
2,625
-400
| -13% | -$71.7K | 0.15% | 114 |
|
|
2024
Q3 | $580K | Hold |
3,025
| – | – | 0.19% | 106 |
|
|
2024
Q2 | $556K | Sell |
3,025
-100
| -3% | -$19.3K | 0.17% | 116 |
|
|
2024
Q1 | $608K | Sell |
3,125
-125
| -4% | -$24.1K | 0.18% | 108 |
|
|
2023
Q4 | $606K | Hold |
3,250
| – | – | 0.2% | 102 |
|
|
2023
Q3 | $650K | Buy |
3,250
+125
| +4% | +$28K | 0.23% | 92 |
|
|
2023
Q2 | $780K | Sell |
3,125
-100
| -3% | -$26.2K | 0.28% | 91 |
|
|
2023
Q1 | $820K | Hold |
3,225
| – | – | 0.31% | 90 |
|
|
2022
Q4 | $747K | Hold |
3,225
| – | – | 0.31% | 89 |
|
|
2022
Q3 | $711K | Hold |
3,225
| – | – | 0.3% | 88 |
|
|
2022
Q2 | $694K | Sell |
3,225
-900
| -22% | -$196K | 0.3% | 90 |
|
|
2022
Q1 | $894K | Hold |
4,125
| – | – | 0.31% | 88 |
|
|
2021
Q4 | $798K | Hold |
4,125
| – | – | 0.26% | 104 |
|
|
2021
Q3 | $698K | Hold |
4,125
| – | – | 0.24% | 108 |
|
|
2021
Q2 | $718K | Hold |
4,125
| – | – | 0.24% | 108 |
|
|
2021
Q1 | $652K | Buy |
4,125
+400
| +11% | +$60.2K | 0.24% | 106 |
|
|
2020
Q4 | $567K | Hold |
3,725
| – | – | 0.22% | 112 |
|
|
2020
Q3 | $534K | Sell |
3,725
-200
| -5% | -$28.4K | 0.25% | 99 |
|
|
2020
Q2 | $509K | Hold |
3,925
| – | – | 0.25% | 100 |
|
|
2020
Q1 | $520K | Sell |
3,925
-400
| -9% | -$59K | 0.33% | 89 |
|
|
2019
Q4 | $636K | Hold |
4,325
| – | – | 0.3% | 87 |
|
|
2019
Q3 | $670K | Buy |
4,325
+400
| +10% | +$60.4K | 0.33% | 80 |
|
|
2019
Q2 | $526K | Sell |
3,925
-800
| -17% | -$102K | 0.29% | 85 |
|
|
2019
Q1 | $543K | Hold |
4,725
| – | – | 0.29% | 82 |
|
|
2018
Q4 | $506K | Buy |
4,725
+200
| +4% | +$21.3K | 0.33% | 78 |
|
|
2018
Q3 | $462K | Hold |
4,525
| – | – | 0.24% | 99 |
|
|
2018
Q2 | $421K | Sell |
4,525
-400
| -8% | -$37.3K | 0.23% | 101 |
|
|
2018
Q1 | $487K | Sell |
4,925
-200
| -4% | -$20.7K | 0.27% | 87 |
|
|
2017
Q4 | $582K | Sell |
5,125
-100
| -2% | -$11K | 0.31% | 76 |
|
|
2017
Q3 | $570K | Buy |
5,225
+500
| +11% | +$53.3K | 0.36% | 68 |
|
|
2017
Q2 | $507K | Sell |
4,725
-1,000
| -17% | -$110K | 0.37% | 77 |
|
|
2017
Q1 | $625K | Buy |
5,725
+125
| +2% | +$13.4K | 0.5% | 53 |
|
|
2016
Q4 | $579K | Hold |
5,600
| – | – | 0.55% | 50 |
|
|
2016
Q3 | $535K | Buy |
5,600
+100
| +2% | +$10.6K | 0.49% | 61 |
|
|
2016
Q2 | $624K | Buy |
5,500
+2,025
| +58% | +$190K | 0.61% | 50 |
|
|
2016
Q1 | $320K | Buy |
3,475
+400
| +13% | +$35.7K | 0.32% | 78 |
|
|
2015
Q4 | $275K | Buy |
+3,075
| New | +$276K | 0.24% | 92 |
|
Other funds holding HSY
Fernwood Investment Management's HSY Position: Q4 2024 in Review
Fernwood Investment Management reduced its Hershey (HSY) stake by 13% in Q4 2024, selling an estimated $71.7K and leaving 2,625 shares worth $445K. The position accounts for 0.15% of the portfolio, ranked #114.
Fernwood Investment Management first reported a position in HSY in Q4 2015 and has held it in 37 quarters since. The position peaked at $894K in Q1 2022. 1,344 funds tracked by Wall St. Rank hold HSY as of Q4 2024.
- Fernwood Investment Management held 2,625 shares of Hershey worth $445K as of Q4 2024.
- Fernwood Investment Management sold 400 Hershey shares in Q4 2024, an estimated $71.7K.
- Hershey made up 0.15% of Fernwood Investment Management's portfolio in Q4 2024, its #114 holding.
- Fernwood Investment Management first reported a position in Hershey in Q4 2015 and has held it in 37 quarters since.
- Fernwood Investment Management's Hershey position peaked at $894K in Q1 2022.
- 1,344 funds tracked by Wall St. Rank held Hershey as of Q4 2024.
Based on Fernwood Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.