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First Trust Investment Solutions’s Hershey HSY Stock Holding History

First Trust Investment Solutions’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 		$273K Sell
1,423
-17,103
-92% -$3.32M 0.03% 239
2024
Q2 		$3.41M Buy
18,526
+14,137
+322% +$2.74M 0.48% 62
2024
Q1 		$854K Buy
4,389
+1,101
+33% +$212K 0.15% 109
2023
Q4 		$613K Buy
+3,288
New +$623K 0.13% 119

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

First Trust Investment Solutions's HSY Position: Q3 2024 in Review

First Trust Investment Solutions reduced its Hershey (HSY) stake by 92% in Q3 2024, selling an estimated $3.32M and leaving 1,423 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #239.

First Trust Investment Solutions first reported a position in HSY in Q4 2023 and has held it in 4 quarters since. The position peaked at $3.41M in Q2 2024. 1,394 funds tracked by Wall St. Rank hold HSY as of Q3 2024.

  • First Trust Investment Solutions held 1,423 shares of Hershey worth $273K as of Q3 2024.
  • First Trust Investment Solutions sold 17,103 Hershey shares in Q3 2024, an estimated $3.32M.
  • Hershey made up 0.03% of First Trust Investment Solutions's portfolio in Q3 2024, its #239 holding.
  • First Trust Investment Solutions first reported a position in Hershey in Q4 2023 and has held it in 4 quarters since.
  • First Trust Investment Solutions's Hershey position peaked at $3.41M in Q2 2024.
  • 1,394 funds tracked by Wall St. Rank held Hershey as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.