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J. Goldman & Co’s Hershey HSY Stock Holding History

J. Goldman & Co’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
-1,559
Closed -$280K – 536
2024
Q3 		$299K Buy
+1,559
New +$303K 0.01% 390
2021
Q2 		– Sell
-430,848
Closed -$68.1M – 449
2021
Q1 		$68.1M Buy
430,848
+419,268
+3,621% +$63.1M 2.19% 4
2020
Q4 		$1.76M Sell
11,580
-244,445
-95% -$36.2M 0.09% 202
2020
Q3 		$36.7M Buy
+256,025
New +$36.3M 2.48% 2
2017
Q3 		– Sell
-1,000
Closed -$107K – 360
2017
Q2 		$107K Buy
+1,000
New +$110K 0.01% 287
2014
Q4 		– Sell
-180,000
Closed -$17.2M – 233
2014
Q3 		$17.2M Buy
+180,000
New +$16.7M 1.04% 11

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

J. Goldman & Co's HSY Position: Q4 2024 in Review

J. Goldman & Co sold out of Hershey (HSY) in Q4 2024, closing a stake of 1,559 shares — an estimated $280K sold.

J. Goldman & Co first reported a position in HSY in Q3 2014 and held it in 6 quarters. The position peaked at $68.1M in Q1 2021. 1,343 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

  • J. Goldman & Co reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
  • J. Goldman & Co sold 1,559 Hershey shares in Q4 2024, an estimated $280K.
  • J. Goldman & Co first reported a position in Hershey in Q3 2014 and held it in 6 quarters.
  • J. Goldman & Co's Hershey position peaked at $68.1M in Q1 2021.
  • 1,343 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on J. Goldman & Co's 13F filing for Q4 2024, filed 14 Feb 2025.