Lake Street Advisors Group’s Hershey HSY Stock Holding History

Lake Street Advisors Group’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	$310K	Sell	1,828 -161	-8%	-$28.9K	0.01%	438
2024 Q3	$381K	Sell	1,989 -174	-8%	-$33.8K	0.02%	391
2024 Q2	$398K	Buy	2,163 +119	+6%	+$23K	0.02%	374
2024 Q1	$397K	Buy	2,044 +48	+2%	+$9.26K	0.02%	386
2023 Q4	$372K	Buy	+1,996	New	+$378K	0.02%	386
2020 Q1	–	Sell	-1,818	Closed	-$267K	–	265
2019 Q4	$267K	Sell	1,818 -133	-7%	-$19.7K	0.03%	204
2019 Q3	$302K	Buy	1,951 +81	+4%	+$12.2K	0.03%	146
2019 Q2	$251K	Buy	1,870 +31	+2%	+$3.94K	0.03%	177
2019 Q1	$211K	Buy	+1,839	New	+$200K	0.02%	209
2018 Q2	–	Sell	-2,229	Closed	-$221K	–	342
2018 Q1	$221K	Sell	2,229 -44	-2%	-$4.55K	0.02%	279
2017 Q4	$258K	Buy	+2,273	New	+$250K	0.03%	259

Other funds holding HSY

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

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

BlackRock New York $5.72T AUM 30.48% 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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lake Street Advisors Group's HSY Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Hershey (HSY) stake by 8.1% in Q4 2024, selling an estimated $28.9K and leaving 1,828 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #438.

Lake Street Advisors Group first reported a position in HSY in Q4 2017 and has held it in 11 quarters since. The position peaked at $398K in Q2 2024. 1,344 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

Lake Street Advisors Group held 1,828 shares of Hershey worth $310K as of Q4 2024.
Lake Street Advisors Group sold 161 Hershey shares in Q4 2024, an estimated $28.9K.
Hershey made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #438 holding.
Lake Street Advisors Group first reported a position in Hershey in Q4 2017 and has held it in 11 quarters since.
Lake Street Advisors Group's Hershey position peaked at $398K in Q2 2024.
1,344 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.