First Personal Financial Services’s Hershey HSY Stock Holding History

First Personal Financial Services’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 Q3	$28.8K	Hold	150	–	–	0.01%	236
2024 Q2	$27.6K	Hold	150	–	–	0.01%	219
2024 Q1	$29.2K	Hold	150	–	–	0.01%	213
2023 Q4	$28K	Hold	150	–	–	0.01%	238
2023 Q3	$30K	Hold	150	–	–	0.01%	235
2023 Q2	$37.5K	Hold	150	–	–	0.01%	228
2023 Q1	$38.2K	Hold	150	–	–	0.01%	229
2022 Q4	$34.7K	Hold	150	–	–	0.01%	243
2022 Q3	$33K	Hold	150	–	–	0.01%	240
2022 Q2	$32K	Hold	150	–	–	0.01%	212
2022 Q1	$32K	Hold	150	–	–	0.01%	222
2021 Q4	$29K	Hold	150	–	–	0.01%	227
2021 Q3	$25K	Hold	150	–	–	0.01%	235
2021 Q2	$26K	Hold	150	–	–	0.01%	237
2021 Q1	$24K	Hold	150	–	–	0.01%	225
2020 Q4	$23K	Hold	150	–	–	0.01%	228
2020 Q3	$22K	Hold	150	–	–	0.01%	225
2020 Q2	$19K	Hold	150	–	–	0.01%	228
2020 Q1	$20K	Sell	150 -9	-6%	-$1.33K	0.01%	225
2019 Q4	$23K	Hold	159	–	–	0.01%	239
2019 Q3	$25K	Hold	159	–	–	0.01%	308
2019 Q2	$21K	Buy	159 +9	+6%	+$1.14K	0.01%	397
2019 Q1	$17K	Buy	+150	New	+$16.3K	0.01%	424
2018 Q2	–	Sell	-1,309	Closed	-$129K	–	783
2018 Q1	$129K	Buy	1,309 +4	+0.3%	+$413	0.03%	260
2017 Q4	$148K	Hold	1,305	–	–	0.03%	283
2017 Q3	$142K	Hold	1,305	–	–	0.03%	258
2017 Q2	$140K	Hold	1,305	–	–	0.03%	259
2017 Q1	$142K	Hold	1,305	–	–	0.03%	244
2016 Q4	$135K	Hold	1,305	–	–	0.04%	234
2016 Q3	$125K	Sell	1,305 -20	-2%	-$2.12K	0.04%	187
2016 Q2	$150K	Buy	+1,325	New	+$124K	0.05%	168

Other funds holding HSY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

First Personal Financial Services's HSY Position: Q3 2024 in Review

First Personal Financial Services held its Hershey (HSY) position steady in Q3 2024 at 150 shares worth $28.8K. The position accounts for 0.01% of the portfolio, ranked #236.

First Personal Financial Services first reported a position in HSY in Q2 2016 and has held it in 31 quarters since. The position peaked at $150K in Q2 2016. 1,395 funds tracked by Wall St. Rank hold HSY as of Q3 2024.

First Personal Financial Services held 150 shares of Hershey worth $28.8K as of Q3 2024.
First Personal Financial Services left its Hershey share count unchanged in Q3 2024.
Hershey made up 0.01% of First Personal Financial Services's portfolio in Q3 2024, its #236 holding.
First Personal Financial Services first reported a position in Hershey in Q2 2016 and has held it in 31 quarters since.
First Personal Financial Services's Hershey position peaked at $150K in Q2 2016.
1,395 funds tracked by Wall St. Rank held Hershey as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.