Mogy Joel R Investment Counsel’s Hershey HSY Stock Holding History

Mogy Joel R Investment Counsel’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	-1,133	Closed	-$217K	–	112
2024 Q3	$217K	Sell	1,133 -200	-15%	-$38.9K	0.01%	97
2024 Q2	$245K	Hold	1,333	–	–	0.02%	93
2024 Q1	$259K	Hold	1,333	–	–	0.02%	94
2023 Q4	$249K	Hold	1,333	–	–	0.02%	92
2023 Q3	$267K	Hold	1,333	–	–	0.02%	93
2023 Q2	$333K	Hold	1,333	–	–	0.03%	100
2023 Q1	$339K	Hold	1,333	–	–	0.03%	99
2022 Q4	$309K	Hold	1,333	–	–	0.03%	93
2022 Q3	$294K	Hold	1,333	–	–	0.03%	95
2022 Q2	$287K	Hold	1,333	–	–	0.03%	97
2022 Q1	$289K	Hold	1,333	–	–	0.02%	103
2021 Q4	$258K	Hold	1,333	–	–	0.02%	114
2021 Q3	$226K	Hold	1,333	–	–	0.02%	109
2021 Q2	$232K	Hold	1,333	–	–	0.02%	109
2021 Q1	$211K	Hold	1,333	–	–	0.02%	111
2020 Q4	$203K	Buy	+1,333	New	+$197K	0.02%	107
2020 Q1	–	Sell	-1,583	Closed	-$233K	–	107
2019 Q4	$233K	Hold	1,583	–	–	0.03%	109
2019 Q3	$245K	Hold	1,583	–	–	0.03%	112
2019 Q2	$212K	Buy	+1,583	New	+$201K	0.03%	109
2015 Q2	–	Sell	-2,050	Closed	-$207K	–	143
2015 Q1	$207K	Hold	2,050	–	–	0.04%	139
2014 Q4	$213K	Buy	+2,050	New	+$200K	0.04%	142
2014 Q2	–	Sell	-2,050	Closed	-$214K	–	146
2014 Q1	$214K	Buy	+2,050	New	+$210K	0.04%	143

Other funds holding HSY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Mogy Joel R Investment Counsel's HSY Position: Q4 2024 in Review

Mogy Joel R Investment Counsel sold out of Hershey (HSY) in Q4 2024, closing a stake of 1,133 shares — an estimated $217K sold.

Mogy Joel R Investment Counsel first reported a position in HSY in Q1 2014 and held it in 22 quarters. The position peaked at $339K in Q1 2023. 1,344 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

Mogy Joel R Investment Counsel reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
Mogy Joel R Investment Counsel sold 1,133 Hershey shares in Q4 2024, an estimated $217K.
Mogy Joel R Investment Counsel first reported a position in Hershey in Q1 2014 and held it in 22 quarters.
Mogy Joel R Investment Counsel's Hershey position peaked at $339K in Q1 2023.
1,344 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on Mogy Joel R Investment Counsel's 13F filing for Q4 2024, filed 17 Jan 2025.