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Oak Harvest Investment Services’s Hershey HSY Stock Holding History

Oak Harvest Investment Services’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
-38,225
Closed -$7.33M – 164
2024
Q3 		$7.33M Buy
38,225
+3,732
+11% +$725K 1.05% 37
2024
Q2 		$6.34M Buy
34,493
+4,564
+15% +$883K 0.98% 41
2024
Q1 		$5.82M Buy
+29,929
New +$5.77M 0.95% 40

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 $1.88B AUM 29.07% 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

Oak Harvest Investment Services's HSY Position: Q4 2024 in Review

Oak Harvest Investment Services sold out of Hershey (HSY) in Q4 2024, closing a stake of 38,225 shares — an estimated $7.33M sold.

Oak Harvest Investment Services first reported a position in HSY in Q1 2024 and held it in 3 quarters. The position peaked at $7.33M in Q3 2024. 1,344 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

  • Oak Harvest Investment Services reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
  • Oak Harvest Investment Services sold 38,225 Hershey shares in Q4 2024, an estimated $7.33M.
  • Oak Harvest Investment Services first reported a position in Hershey in Q1 2024 and held it in 3 quarters.
  • Oak Harvest Investment Services's Hershey position peaked at $7.33M in Q3 2024.
  • 1,344 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on Oak Harvest Investment Services's 13F filing for Q4 2024, filed 23 Jan 2025.