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Signature Estate & Investment Advisors’s Hershey HSY Stock Holding History

Signature Estate & Investment 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
2025
Q1 		– Sell
-2,065
Closed -$350K – 561
2024
Q4 		$350K Buy
2,065
+140
+7% +$25.1K 0.01% 395
2024
Q3 		$369K Buy
+1,925
New +$374K 0.01% 370

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 $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Signature Estate & Investment Advisors's HSY Position: Q1 2025 in Review

Signature Estate & Investment Advisors sold out of Hershey (HSY) in Q1 2025, closing a stake of 2,065 shares — an estimated $350K sold.

Signature Estate & Investment Advisors first reported a position in HSY in Q3 2024 and held it in 2 quarters. The position peaked at $369K in Q3 2024. 1,344 funds tracked by Wall St. Rank hold HSY as of Q1 2025.

  • Signature Estate & Investment Advisors reported no remaining Hershey position as of Q1 2025 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 2,065 Hershey shares in Q1 2025, an estimated $350K.
  • Signature Estate & Investment Advisors first reported a position in Hershey in Q3 2024 and held it in 2 quarters.
  • Signature Estate & Investment Advisors's Hershey position peaked at $369K in Q3 2024.
  • 1,344 funds tracked by Wall St. Rank held Hershey as of Q1 2025.

Based on Signature Estate & Investment Advisors's 13F filing for Q1 2025, filed 16 May 2025.