HBS
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Howard Bailey Securities’s Hershey HSY Stock Holding History

Howard Bailey Securities’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
2025
Q1 		– Sell
-1,617
Closed -$274K – 165
2024
Q4 		$274K Sell
1,617
-504
-24% -$90.4K 0.1% 133
2024
Q3 		$407K Buy
+2,121
New +$412K 0.15% 92

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
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

Howard Bailey Securities's HSY Position: Q1 2025 in Review

Howard Bailey Securities sold out of Hershey (HSY) in Q1 2025, closing a stake of 1,617 shares — an estimated $274K sold.

Howard Bailey Securities first reported a position in HSY in Q3 2024 and held it in 2 quarters. The position peaked at $407K in Q3 2024. 1,345 funds tracked by Wall St. Rank hold HSY as of Q1 2025.

  • Howard Bailey Securities reported no remaining Hershey position as of Q1 2025 after selling out during the quarter.
  • Howard Bailey Securities sold 1,617 Hershey shares in Q1 2025, an estimated $274K.
  • Howard Bailey Securities first reported a position in Hershey in Q3 2024 and held it in 2 quarters.
  • Howard Bailey Securities's Hershey position peaked at $407K in Q3 2024.
  • 1,345 funds tracked by Wall St. Rank held Hershey as of Q1 2025.

Based on Howard Bailey Securities's 13F filing for Q1 2025, filed 17 Apr 2025.