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JT Stratford LLC’s Hershey HSY Stock Holding History

JT Stratford LLC’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
Q3 		– Sell
-5,828
Closed -$1.07M – 296
2024
Q2 		$1.07M Buy
5,828
+828
+17% +$160K 0.2% 125
2024
Q1 		$973K Buy
5,000
+1,665
+50% +$321K 0.19% 137
2023
Q4 		$622K Sell
3,335
-213
-6% -$40.4K 0.14% 163
2023
Q3 		$710K Buy
+3,548
New +$794K 0.18% 137

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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

JT Stratford LLC's HSY Position: Q3 2024 in Review

JT Stratford LLC sold out of Hershey (HSY) in Q3 2024, closing a stake of 5,828 shares — an estimated $1.07M sold.

JT Stratford LLC first reported a position in HSY in Q3 2023 and held it in 4 quarters. The position peaked at $1.07M in Q2 2024. 1,394 funds tracked by Wall St. Rank hold HSY as of Q3 2024.

  • JT Stratford LLC reported no remaining Hershey position as of Q3 2024 after selling out during the quarter.
  • JT Stratford LLC sold 5,828 Hershey shares in Q3 2024, an estimated $1.07M.
  • JT Stratford LLC first reported a position in Hershey in Q3 2023 and held it in 4 quarters.
  • JT Stratford LLC's Hershey position peaked at $1.07M in Q2 2024.
  • 1,394 funds tracked by Wall St. Rank held Hershey as of Q3 2024.

Based on JT Stratford LLC's 13F filing for Q3 2024, filed 14 Nov 2024.