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IEQ Capital’s Hershey HSY Stock Holding History

IEQ Capital’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
-3,611
Closed -$693K – 1376
2024
Q3 		$693K Sell
3,611
-942
-21% -$183K 0.01% 652
2024
Q2 		$837K Sell
4,553
-475
-9% -$91.9K 0.01% 519
2024
Q1 		$978K Buy
5,028
+92
+2% +$17.7K 0.01% 466
2023
Q4 		$920K Buy
4,936
+23
+0.5% +$4.36K 0.02% 443
2023
Q3 		$983K Sell
4,913
-1,288
-21% -$288K 0.02% 406
2023
Q2 		$1.55M Buy
6,201
+287
+5% +$75.3K 0.03% 308
2023
Q1 		$1.5M Buy
5,914
+1,152
+24% +$271K 0.03% 299
2022
Q4 		$1.1M Buy
4,762
+62
+1% +$14.3K 0.03% 347
2022
Q3 		$1.04M Buy
4,700
+1,123
+31% +$252K 0.03% 359
2022
Q2 		$770K Buy
3,577
+630
+21% +$137K 0.02% 363
2022
Q1 		$638K Buy
2,947
+565
+24% +$115K 0.02% 439
2021
Q4 		$461K Buy
2,382
+116
+5% +$21K 0.01% 480
2021
Q3 		$384K Buy
2,266
+461
+26% +$81.5K 0.01% 502
2021
Q2 		$314K Buy
1,805
+527
+41% +$88.8K 0.01% 448
2021
Q1 		$202K Buy
+1,278
New +$192K 0.01% 465

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

IEQ Capital's HSY Position: Q4 2024 in Review

IEQ Capital sold out of Hershey (HSY) in Q4 2024, closing a stake of 3,611 shares — an estimated $693K sold.

IEQ Capital first reported a position in HSY in Q1 2021 and held it in 15 quarters. The position peaked at $1.55M in Q2 2023. 1,343 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

  • IEQ Capital reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
  • IEQ Capital sold 3,611 Hershey shares in Q4 2024, an estimated $693K.
  • IEQ Capital first reported a position in Hershey in Q1 2021 and held it in 15 quarters.
  • IEQ Capital's Hershey position peaked at $1.55M in Q2 2023.
  • 1,343 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on IEQ Capital's 13F filing for Q4 2024, filed 3 Feb 2025.