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Peterson Financial Group’s Hershey HSY Stock Holding History

Peterson 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
Q3 		$45.6K Buy
+238
New +$46.3K 0.18% 94

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return

Peterson Financial Group's HSY Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Hershey (HSY) in Q3 2024: 238 shares worth $45.6K. The stake represents 0.18% of the portfolio and ranks #94 among its holdings.

1,395 funds tracked by Wall St. Rank hold HSY as of Q3 2024.

  • Peterson Financial Group held 238 shares of Hershey worth $45.6K as of Q3 2024.
  • Hershey was a new Peterson Financial Group position in Q3 2024.
  • Hershey made up 0.18% of Peterson Financial Group's portfolio in Q3 2024, its #94 holding.
  • 1,395 funds tracked by Wall St. Rank held Hershey as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.