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Longbow Finance’s Hershey HSY Stock Holding History

Longbow Finance’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
-15,462
Closed -$2.97M – 88
2024
Q3 		$2.97M Sell
15,462
-13,081
-46% -$2.54M 0.32% 69
2024
Q2 		$5.25M Sell
28,543
-1,610
-5% -$312K 0.54% 43
2024
Q1 		$5.86M Sell
30,153
-2,939
-9% -$567K 0.59% 46
2023
Q4 		$6.17M Buy
+33,092
New +$6.27M 0.63% 54

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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Longbow Finance's HSY Position: Q4 2024 in Review

Longbow Finance sold out of Hershey (HSY) in Q4 2024, closing a stake of 15,462 shares — an estimated $2.97M sold.

Longbow Finance first reported a position in HSY in Q4 2023 and held it in 4 quarters. The position peaked at $6.17M in Q4 2023. 1,343 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

  • Longbow Finance reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
  • Longbow Finance sold 15,462 Hershey shares in Q4 2024, an estimated $2.97M.
  • Longbow Finance first reported a position in Hershey in Q4 2023 and held it in 4 quarters.
  • Longbow Finance's Hershey position peaked at $6.17M in Q4 2023.
  • 1,343 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on Longbow Finance's 13F filing for Q4 2024, filed 4 Feb 2025.