First Trust Direct Indexing’s Hershey HSY Stock Holding History

First Trust Direct Indexing’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	-4,393	Closed	-$842K	–	411
2024 Q3	$842K	Buy	4,393 +351	+9%	+$68.2K	0.05%	405
2024 Q2	$743K	Sell	4,042 -1,383	-25%	-$268K	0.05%	393
2024 Q1	$1.06M	Buy	5,425 +300	+6%	+$57.9K	0.08%	283
2023 Q4	$956K	Buy	5,125 +176	+4%	+$33.3K	0.09%	268
2023 Q3	$990K	Sell	4,949 -934	-16%	-$209K	0.11%	203
2023 Q2	$1.47M	Sell	5,883 -905	-13%	-$237K	0.16%	136
2023 Q1	$1.73M	Buy	6,788 +490	+8%	+$115K	0.21%	111
2022 Q4	$1.46M	Sell	6,298 -234	-4%	-$53.9K	0.19%	127
2022 Q3	$1.44M	Buy	6,532 +99	+2%	+$22.2K	0.21%	114
2022 Q2	$1.38M	Buy	6,433 +1,135	+21%	+$247K	0.19%	126
2022 Q1	$1.15M	Buy	5,298 +534	+11%	+$108K	0.14%	185
2021 Q4	$922K	Sell	4,764 -43	-0.9%	-$7.79K	0.12%	206
2021 Q3	$814K	Buy	4,807 +669	+16%	+$118K	0.12%	222
2021 Q2	$721K	Buy	4,138 +1,336	+48%	+$225K	0.11%	245
2021 Q1	$443K	Sell	2,802 -3	-0.1%	-$452	0.12%	239
2020 Q4	$427K	Buy	+2,805	New	+$415K	0.12%	218

Other funds holding HSY

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First Trust Direct Indexing's HSY Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Hershey (HSY) in Q4 2024, closing a stake of 4,393 shares — an estimated $842K sold.

First Trust Direct Indexing first reported a position in HSY in Q4 2020 and held it in 16 quarters. The position peaked at $1.73M in Q1 2023. 1,343 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

First Trust Direct Indexing reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 4,393 Hershey shares in Q4 2024, an estimated $842K.
First Trust Direct Indexing first reported a position in Hershey in Q4 2020 and held it in 16 quarters.
First Trust Direct Indexing's Hershey position peaked at $1.73M in Q1 2023.
1,343 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.