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Householder Group Estate & Retirement Specialist’s Hershey HSY Stock Holding History

Householder Group Estate & Retirement Specialist’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
-3
Closed – – 817
2024
Q3 		$0 Sell
3
-20
-87% -$3.89K ﹤0.01% 1232
2024
Q2 		$4K Buy
23
+20
+667% +$3.87K ﹤0.01% 965
2024
Q1 		$584 Hold
3
– – ﹤0.01% 1150
2023
Q4 		$0 Hold
3
– – ﹤0.01% 1224
2023
Q3 		$600 Buy
+3
New +$672 ﹤0.01% 1179
2023
Q1 		$1K Buy
+3
New +$705 ﹤0.01% 1151
2022
Q4 		– Sell
-3
Closed – – 650
2022
Q3 		$0 Buy
+3
New +$672 ﹤0.01% 1144

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 $1.88B AUM 29.07% 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

Householder Group Estate & Retirement Specialist's HSY Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Hershey (HSY) in Q4 2024, closing a stake of 3 shares.

Householder Group Estate & Retirement Specialist first reported a position in HSY in Q3 2022 and held it in 7 quarters. The position peaked at $4K in Q2 2024. 1,344 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 3 Hershey shares in Q4 2024.
  • Householder Group Estate & Retirement Specialist first reported a position in Hershey in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's Hershey position peaked at $4K in Q2 2024.
  • 1,344 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.