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
2025 Q1	–	Sell	-25,000	Closed	-$4.23M	–	542
2024 Q4	$4.23M	Buy	+25,000	New	+$4.48M	0.11%	208
2018 Q3	–	Sell	-148,000	Closed	-$13.8M	–	317
2018 Q2	$13.8M	Buy	+148,000	New	+$13.8M	0.71%	36
2016 Q2	–	Sell	-131,300	Closed	-$12.1M	–	367
2016 Q1	$12.1M	Buy	131,300 +76,300	+139%	+$6.81M	0.75%	33
2015 Q4	$4.91M	Buy	+55,000	New	+$4.93M	0.51%	77

Other funds holding HSY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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.