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Fidelis Capital Partners’s Hershey HSY Stock Holding History

Fidelis Capital 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
2024
Q4 		– Sell
-1,234
Closed -$225K – 447
2024
Q3 		$225K Buy
1,234
+231
+23% +$44.9K 0.03% 370
2024
Q2 		$200K Sell
1,003
-247
-20% -$47.8K 0.03% 361
2024
Q1 		$243K Sell
1,250
-701
-36% -$135K 0.04% 324
2023
Q4 		$364K Buy
1,951
+651
+50% +$123K 0.08% 214
2023
Q3 		$260K Buy
+1,300
New +$291K 0.09% 218

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

Fidelis Capital Partners's HSY Position: Q4 2024 in Review

Fidelis Capital Partners sold out of Hershey (HSY) in Q4 2024, closing a stake of 1,234 shares — an estimated $225K sold.

Fidelis Capital Partners first reported a position in HSY in Q3 2023 and held it in 5 quarters. The position peaked at $364K in Q4 2023. 1,343 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

  • Fidelis Capital Partners reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
  • Fidelis Capital Partners sold 1,234 Hershey shares in Q4 2024, an estimated $225K.
  • Fidelis Capital Partners first reported a position in Hershey in Q3 2023 and held it in 5 quarters.
  • Fidelis Capital Partners's Hershey position peaked at $364K in Q4 2023.
  • 1,343 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on Fidelis Capital Partners's 13F filing for Q4 2024, filed 6 Feb 2025.