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Kelly Financial Services’s Hershey HSY Stock Holding History

Kelly Financial Services’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
-275
Closed -$50.5K – 367
2024
Q2 		$50.5K Buy
275
+40
+17% +$7.74K 0.02% 224
2024
Q1 		$45.8K Buy
235
+108
+85% +$20.8K 0.02% 229
2023
Q4 		$23.7K Hold
127
– – 0.01% 284
2023
Q3 		$25.4K Hold
127
– – 0.01% 255
2023
Q2 		$31.7K Hold
127
– – 0.02% 240
2023
Q1 		$32.2K Buy
127
+1
+0.8% +$235 0.02% 226
2022
Q4 		$29.3K Hold
126
– – 0.02% 225
2022
Q3 		$27.9K Hold
126
– – 0.02% 217
2022
Q2 		$27.2K Hold
126
– – 0.01% 224
2022
Q1 		$27.3K Sell
126
-17
-12% -$3.45K 0.01% 247
2021
Q4 		$27.6K Hold
143
– – 0.01% 235
2021
Q3 		$24.1K Sell
143
-24,656
-99% -$4.36M 0.01% 237
2021
Q2 		$142K Buy
24,799
+24,657
+17,364% +$4.15M 0.01% 333
2021
Q1 		$22.5K Hold
142
– – 0.01% 211
2020
Q4 		$21.6K Sell
142
-7
-5% -$1.04K 0.01% 185
2020
Q3 		$21.3K Buy
149
+1
+0.7% +$142 0.02% 167
2020
Q2 		$19.2K Hold
148
– – 0.01% 170
2020
Q1 		$19.6K Buy
148
+26
+21% +$3.84K 0.02% 134
2019
Q4 		$17.9K Hold
122
– – 0.01% 174
2019
Q3 		$18.9K Hold
122
– – 0.02% 154
2019
Q2 		$16.3K Buy
122
+16
+15% +$2.03K 0.01% 170
2019
Q1 		$12.1K Buy
+106
New +$11.5K 0.01% 202

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

Kelly Financial Services's HSY Position: Q3 2024 in Review

Kelly Financial Services sold out of Hershey (HSY) in Q3 2024, closing a stake of 275 shares — an estimated $50.5K sold.

Kelly Financial Services first reported a position in HSY in Q1 2019 and held it in 22 quarters. The position peaked at $142K in Q2 2021. 1,394 funds tracked by Wall St. Rank hold HSY as of Q3 2024.

  • Kelly Financial Services reported no remaining Hershey position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 275 Hershey shares in Q3 2024, an estimated $50.5K.
  • Kelly Financial Services first reported a position in Hershey in Q1 2019 and held it in 22 quarters.
  • Kelly Financial Services's Hershey position peaked at $142K in Q2 2021.
  • 1,394 funds tracked by Wall St. Rank held Hershey as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.