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Smith Anglin Financial’s Hershey HSY Stock Holding History

Smith Anglin Financial’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
Q2 		– Sell
-1,182
Closed -$202K – 216
2025
Q1 		$202K Sell
1,182
-3
-0.3% -$491 0.02% 203
2024
Q4 		$201K Buy
1,185
+9
+0.8% +$1.61K 0.02% 203
2024
Q3 		$226K Buy
1,176
+2
+0.2% +$389 0.02% 182
2024
Q2 		$216K Buy
1,174
+1
+0.1% +$193 0.02% 177
2024
Q1 		$228K Sell
1,173
-629
-35% -$121K 0.02% 170
2023
Q4 		$336K Sell
1,802
-114
-6% -$21.6K 0.04% 128
2023
Q3 		$383K Buy
1,916
+11
+0.6% +$2.46K 0.05% 116
2023
Q2 		$476K Buy
1,905
+7
+0.4% +$1.84K 0.06% 98
2023
Q1 		$483K Buy
1,898
+8
+0.4% +$1.88K 0.07% 96
2022
Q4 		$438K Buy
1,890
+131
+7% +$30.2K 0.08% 92
2022
Q3 		$388K Buy
1,759
+8
+0.5% +$1.79K 0.08% 90
2022
Q2 		$377K Sell
1,751
-66
-4% -$14.4K 0.11% 81
2022
Q1 		$394K Sell
1,817
-313
-15% -$63.6K 0.09% 82
2021
Q4 		$412K Buy
2,130
+10
+0.5% +$1.81K 0.07% 98
2021
Q3 		$359K Buy
2,120
+11
+0.5% +$1.94K 0.07% 99
2021
Q2 		$367K Buy
2,109
+10
+0.5% +$1.68K 0.07% 102
2021
Q1 		$332K Sell
2,099
-6
-0.3% -$904 0.07% 101
2020
Q4 		$321K Buy
+2,105
New +$311K 0.06% 97

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