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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 – 204
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 – 233
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 $5.7T 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
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return