Quadrant Private Wealth Management’s Hershey HSY Stock Holding History

Quadrant Private Wealth Management’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	-1,053	Closed	-$202K	–	246
2024 Q3	$202K	Buy	+1,053	New	+$205K	0.05%	237
2024 Q2	–	Sell	-1,073	Closed	-$209K	–	257
2024 Q1	$209K	Hold	1,073	–	–	0.05%	218
2023 Q4	$200K	Hold	1,073	–	–	0.06%	220
2023 Q3	$215K	Hold	1,073	–	–	0.07%	201
2023 Q2	$268K	Buy	1,073 +3	+0.3%	+$787	0.08%	198
2023 Q1	$272K	Sell	1,070 -11	-1%	-$2.58K	0.08%	196
2022 Q4	$250K	Buy	+1,081	New	+$249K	0.08%	201
2022 Q2	$251K	Buy	1,167 +3	+0.3%	+$654	0.1%	169
2022 Q1	$252K	Hold	1,164	–	–	0.09%	179
2021 Q4	$225K	Buy	+1,164	New	+$211K	0.08%	178
2021 Q3	–	Sell	-1,168	Closed	-$203K	–	196
2021 Q2	$203K	Sell	1,168 -800	-41%	-$135K	0.08%	184
2021 Q1	$311K	Sell	1,968 -34	-2%	-$5.12K	0.14%	151
2020 Q4	$305K	Buy	2,002 +37	+2%	+$5.47K	0.14%	145
2020 Q3	$282K	Hold	1,965	–	–	0.14%	137
2020 Q2	$255K	Buy	+1,965	New	+$264K	0.15%	144

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 $1.6B AUM 20.7% 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

Quadrant Private Wealth Management's HSY Position: Q4 2024 in Review

Quadrant Private Wealth Management sold out of Hershey (HSY) in Q4 2024, closing a stake of 1,053 shares — an estimated $202K sold.

Quadrant Private Wealth Management first reported a position in HSY in Q2 2020 and held it in 15 quarters. The position peaked at $311K in Q1 2021. 1,343 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

Quadrant Private Wealth Management reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
Quadrant Private Wealth Management sold 1,053 Hershey shares in Q4 2024, an estimated $202K.
Quadrant Private Wealth Management first reported a position in Hershey in Q2 2020 and held it in 15 quarters.
Quadrant Private Wealth Management's Hershey position peaked at $311K in Q1 2021.
1,343 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on Quadrant Private Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.