Lynx Investment Advisory’s Hershey HSY Stock Holding History

Lynx Investment Advisory’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 Q3	–	Sell	-26	Closed	-$4.86K	–	402
2024 Q2	$4.86K	Buy	+26	New	+$5.03K	﹤0.01%	476

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Lynx Investment Advisory's HSY Position: Q3 2024 in Review

Lynx Investment Advisory sold out of Hershey (HSY) in Q3 2024, closing a stake of 26 shares — an estimated $4.86K sold.

Lynx Investment Advisory first reported a position in HSY in Q2 2024 and held it in 1 quarter. The position peaked at $4.86K in Q2 2024. 1,394 funds tracked by Wall St. Rank hold HSY as of Q3 2024.

Lynx Investment Advisory reported no remaining Hershey position as of Q3 2024 after selling out during the quarter.
Lynx Investment Advisory sold 26 Hershey shares in Q3 2024, an estimated $4.86K.
Lynx Investment Advisory first reported a position in Hershey in Q2 2024 and held it in 1 quarter.
Lynx Investment Advisory's Hershey position peaked at $4.86K in Q2 2024.
1,394 funds tracked by Wall St. Rank held Hershey as of Q3 2024.

Based on Lynx Investment Advisory's 13F filing for Q3 2024, filed 4 Nov 2024.