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Legacy Advisors’s Hershey HSY Stock Holding History

Legacy Advisors’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
-1,402
Closed -$237K – 447
2024
Q4 		$237K Sell
1,402
-573
-29% -$103K 0.02% 351
2024
Q3 		$379K Buy
1,975
+250
+14% +$48.6K 0.04% 267
2024
Q2 		$317K Buy
1,725
+11
+0.6% +$2.13K 0.04% 244
2024
Q1 		$333K Buy
+1,714
New +$331K 0.04% 242
2019
Q3 		– Sell
-100
Closed -$13K – 202
2019
Q2 		$13K Hold
100
– – 0.01% 289
2019
Q1 		$11K Buy
+100
New +$10.9K ﹤0.01% 325
2018
Q4 		– Sell
-100
Closed -$10K – 232
2018
Q3 		$10K Hold
100
– – ﹤0.01% 351
2018
Q2 		$9K Hold
100
– – 0.01% 313
2018
Q1 		$10K Hold
100
– – 0.01% 267
2017
Q4 		$11K Hold
100
– – 0.01% 248
2017
Q3 		$10K Hold
100
– – 0.01% 219
2017
Q2 		$10K Hold
100
– – 0.01% 165
2017
Q1 		$10K Hold
100
– – 0.01% 159
2016
Q4 		$10K Buy
+100
New +$9.88K 0.01% 176

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Legacy Advisors's HSY Position: Q1 2025 in Review

Legacy Advisors sold out of Hershey (HSY) in Q1 2025, closing a stake of 1,402 shares — an estimated $237K sold.

Legacy Advisors first reported a position in HSY in Q4 2016 and held it in 14 quarters. The position peaked at $379K in Q3 2024. 1,345 funds tracked by Wall St. Rank hold HSY as of Q1 2025.

  • Legacy Advisors reported no remaining Hershey position as of Q1 2025 after selling out during the quarter.
  • Legacy Advisors sold 1,402 Hershey shares in Q1 2025, an estimated $237K.
  • Legacy Advisors first reported a position in Hershey in Q4 2016 and held it in 14 quarters.
  • Legacy Advisors's Hershey position peaked at $379K in Q3 2024.
  • 1,345 funds tracked by Wall St. Rank held Hershey as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.