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Security Financial Services’s Hershey HSY Stock Holding History

Security Financial 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
2025
Q1 		– Sell
-1,498
Closed -$254K – 172
2024
Q4 		$254K Buy
1,498
+135
+10% +$24.2K 0.05% 155
2024
Q3 		$261K Buy
+1,363
New +$265K 0.05% 150

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

Security Financial Services's HSY Position: Q1 2025 in Review

Security Financial Services sold out of Hershey (HSY) in Q1 2025, closing a stake of 1,498 shares — an estimated $254K sold.

Security Financial Services first reported a position in HSY in Q3 2024 and held it in 2 quarters. The position peaked at $261K in Q3 2024. 1,342 funds tracked by Wall St. Rank hold HSY as of Q1 2025.

  • Security Financial Services reported no remaining Hershey position as of Q1 2025 after selling out during the quarter.
  • Security Financial Services sold 1,498 Hershey shares in Q1 2025, an estimated $254K.
  • Security Financial Services first reported a position in Hershey in Q3 2024 and held it in 2 quarters.
  • Security Financial Services's Hershey position peaked at $261K in Q3 2024.
  • 1,342 funds tracked by Wall St. Rank held Hershey as of Q1 2025.

Based on Security Financial Services's 13F filing for Q1 2025, filed 7 May 2025.