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Running Point Capital Advisors’s Hershey HSY Stock Holding History

Running Point Capital Advisors’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
Q1 		– Sell
-1,130
Closed -$211K – 151
2023
Q4 		$211K Buy
1,130
+45
+4% +$8.53K 0.1% 96
2023
Q3 		$217K Sell
1,085
-35
-3% -$7.83K 0.13% 89
2023
Q2 		$280K Buy
1,120
+16
+1% +$4.2K 0.16% 79
2023
Q1 		$281K Hold
1,104
– – 0.17% 75
2022
Q4 		$256K Sell
1,104
-10
-0.9% -$2.31K 0.16% 82
2022
Q3 		$246K Buy
1,114
+55
+5% +$12.3K 0.16% 74
2022
Q2 		$228K Buy
1,059
+46
+5% +$10K 0.15% 86
2022
Q1 		$219K Buy
+1,013
New +$206K 0.13% 88

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

Running Point Capital Advisors's HSY Position: Q1 2024 in Review

Running Point Capital Advisors sold out of Hershey (HSY) in Q1 2024, closing a stake of 1,130 shares — an estimated $211K sold.

Running Point Capital Advisors first reported a position in HSY in Q1 2022 and held it in 8 quarters. The position peaked at $281K in Q1 2023. 1,360 funds tracked by Wall St. Rank hold HSY as of Q1 2024.

  • Running Point Capital Advisors reported no remaining Hershey position as of Q1 2024 after selling out during the quarter.
  • Running Point Capital Advisors sold 1,130 Hershey shares in Q1 2024, an estimated $211K.
  • Running Point Capital Advisors first reported a position in Hershey in Q1 2022 and held it in 8 quarters.
  • Running Point Capital Advisors's Hershey position peaked at $281K in Q1 2023.
  • 1,360 funds tracked by Wall St. Rank held Hershey as of Q1 2024.

Based on Running Point Capital Advisors's 13F filing for Q1 2024, filed 15 May 2024.