Lee, Danner & Bass’s Hershey HSY Stock Holding History

Lee, Danner & Bass’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	-202	Closed	-$34.2K	–	440
2024 Q4	$34.2K	Buy	+202	New	+$36.2K	﹤0.01%	395

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

Lee, Danner & Bass's HSY Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Hershey (HSY) in Q1 2025, closing a stake of 202 shares — an estimated $34.2K sold.

Lee, Danner & Bass first reported a position in HSY in Q4 2024 and held it in 1 quarter. The position peaked at $34.2K in Q4 2024. 1,342 funds tracked by Wall St. Rank hold HSY as of Q1 2025.

Lee, Danner & Bass reported no remaining Hershey position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 202 Hershey shares in Q1 2025, an estimated $34.2K.
Lee, Danner & Bass first reported a position in Hershey in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Hershey position peaked at $34.2K in Q4 2024.
1,342 funds tracked by Wall St. Rank held Hershey as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.