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Nations Financial Group’s Hershey HSY Stock Holding History

Nations Financial Group’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
-1,307
Closed -$251K – 689
2024
Q3 		$251K Buy
+1,307
New +$254K 0.02% 600
2024
Q1 		– Sell
-1,557
Closed -$290K – 632
2023
Q4 		$290K Sell
1,557
-1
-0.1% -$189 0.03% 523
2023
Q3 		$312K Sell
1,558
-6,286
-80% -$1.41M 0.03% 488
2023
Q2 		$1.96M Buy
7,844
+166
+2% +$43.5K 0.19% 126
2023
Q1 		$1.95M Buy
7,678
+1,085
+16% +$255K 0.21% 133
2022
Q4 		$1.53M Buy
6,593
+276
+4% +$63.6K 0.17% 152
2022
Q3 		$1.39M Buy
6,317
+80
+1% +$17.9K 0.2% 121
2022
Q2 		$1.34M Buy
+6,237
New +$1.36M 0.18% 142
2022
Q1 		– Sell
-1,696
Closed -$328K – 539
2021
Q4 		$328K Sell
1,696
-37
-2% -$6.7K 0.04% 369
2021
Q3 		$293K Buy
+1,733
New +$306K 0.04% 362

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

Nations Financial Group's HSY Position: Q4 2024 in Review

Nations Financial Group sold out of Hershey (HSY) in Q4 2024, closing a stake of 1,307 shares — an estimated $251K sold.

Nations Financial Group first reported a position in HSY in Q3 2021 and held it in 10 quarters. The position peaked at $1.96M in Q2 2023. 1,343 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

  • Nations Financial Group reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
  • Nations Financial Group sold 1,307 Hershey shares in Q4 2024, an estimated $251K.
  • Nations Financial Group first reported a position in Hershey in Q3 2021 and held it in 10 quarters.
  • Nations Financial Group's Hershey position peaked at $1.96M in Q2 2023.
  • 1,343 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on Nations Financial Group's 13F filing for Q4 2024, filed 30 Jan 2025.