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Heritage Family Offices’s Hershey HSY Stock Holding History

Heritage Family Offices’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
-2,983
Closed -$572K – 189
2024
Q3 		$572K Sell
2,983
-72
-2% -$14K 0.3% 74
2024
Q2 		$562K Buy
+3,055
New +$591K 0.31% 72

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

Heritage Family Offices's HSY Position: Q4 2024 in Review

Heritage Family Offices sold out of Hershey (HSY) in Q4 2024, closing a stake of 2,983 shares — an estimated $572K sold.

Heritage Family Offices first reported a position in HSY in Q2 2024 and held it in 2 quarters. The position peaked at $572K in Q3 2024. 1,343 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

  • Heritage Family Offices reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
  • Heritage Family Offices sold 2,983 Hershey shares in Q4 2024, an estimated $572K.
  • Heritage Family Offices first reported a position in Hershey in Q2 2024 and held it in 2 quarters.
  • Heritage Family Offices's Hershey position peaked at $572K in Q3 2024.
  • 1,343 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on Heritage Family Offices's 13F filing for Q4 2024, filed 14 Jan 2025.