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IAM Advisory’s Hershey HSY Stock Holding History

IAM Advisory’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
-1,050
Closed -$201K – 103
2024
Q3 		$201K Buy
+1,050
New +$204K 0.05% 101
2024
Q2 		– Sell
-1,035
Closed -$201K – 110
2024
Q1 		$201K Buy
+1,035
New +$200K 0.06% 100
2023
Q3 		– Sell
-839
Closed -$210K – 103
2023
Q2 		$210K Buy
+839
New +$220K 0.07% 87

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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

IAM Advisory's HSY Position: Q4 2024 in Review

IAM Advisory sold out of Hershey (HSY) in Q4 2024, closing a stake of 1,050 shares — an estimated $201K sold.

IAM Advisory first reported a position in HSY in Q2 2023 and held it in 3 quarters. The position peaked at $210K in Q2 2023. 1,346 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

  • IAM Advisory reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
  • IAM Advisory sold 1,050 Hershey shares in Q4 2024, an estimated $201K.
  • IAM Advisory first reported a position in Hershey in Q2 2023 and held it in 3 quarters.
  • IAM Advisory's Hershey position peaked at $210K in Q2 2023.
  • 1,346 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on IAM Advisory's 13F filing for Q4 2024, filed 15 Jan 2025.