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Laffer Tengler Investments’s Hershey HSY Stock Holding History

Laffer Tengler Investments’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
-1,903
Closed -$365K – 155
2024
Q3 		$365K Hold
1,903
– – 0.07% 130
2024
Q2 		$350K Buy
1,903
+1,658
+677% +$321K 0.08% 134
2024
Q1 		$47.7K Buy
245
+45
+23% +$8.68K 0.01% 248
2023
Q4 		$37.3K Hold
200
– – 0.01% 235
2023
Q3 		$40K Buy
+200
New +$44.8K 0.01% 250
2021
Q3 		– Sell
-1,559
Closed -$272K – 490
2021
Q2 		$272K Buy
1,559
+1,230
+374% +$207K 0.1% 140
2021
Q1 		$52K Hold
329
– – 0.02% 282
2020
Q4 		$49.5K Buy
+329
New +$48.7K 0.02% 266
2016
Q4 		– Sell
-12,143
Closed -$1.16M – 250
2016
Q3 		$1.16M Hold
12,143
– – 0.32% 128
2016
Q2 		$1.38M Sell
12,143
-6,503
-35% -$609K 0.39% 96
2016
Q1 		$1.72M Buy
+18,646
New +$1.66M 0.46% 96
2015
Q4 		– Hold
0
– – – 103
2015
Q3 		– Sell
-18,646
Closed -$1.7M – 83
2015
Q2 		$1.66M Sell
18,646
-5,032
-21% -$474K 0.4% 118
2015
Q1 		$2.39M Buy
+23,678
New +$2.47M 0.33% 102
2014
Q4 		– Sell
-23,678
Closed -$2.31M – 96
2014
Q3 		$2.26M Hold
23,678
– – 0.33% 104
2014
Q2 		$2.31M Sell
23,678
-351
-1% -$34.4K 0.36% 99
2014
Q1 		$2.51M Hold
24,029
– – 0.4% 91
2013
Q4 		$2.34M Buy
+24,029
New +$2.31M 0.39% 102
2013
Q3 		– Hold
0
– – – 87

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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return

Laffer Tengler Investments's HSY Position: Q4 2024 in Review

Laffer Tengler Investments sold out of Hershey (HSY) in Q4 2024, closing a stake of 1,903 shares — an estimated $365K sold.

Laffer Tengler Investments first reported a position in HSY in Q4 2013 and held it in 17 quarters. The position peaked at $2.51M in Q1 2014. 1,345 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

  • Laffer Tengler Investments reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
  • Laffer Tengler Investments sold 1,903 Hershey shares in Q4 2024, an estimated $365K.
  • Laffer Tengler Investments first reported a position in Hershey in Q4 2013 and held it in 17 quarters.
  • Laffer Tengler Investments's Hershey position peaked at $2.51M in Q1 2014.
  • 1,345 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on Laffer Tengler Investments's 13F filing for Q4 2024, filed 6 Feb 2025.