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SRN Advisors’s Hershey HSY Stock Holding History

SRN 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
Q4 		– Sell
-4,446
Closed -$853K – 112
2024
Q3 		$853K Sell
4,446
-190
-4% -$36.9K 0.76% 69
2024
Q2 		$852K Sell
4,636
-100
-2% -$19.3K 0.71% 75
2024
Q1 		$921K Buy
4,736
+216
+5% +$41.7K 0.72% 79
2023
Q4 		$843K Buy
+4,520
New +$856K 0.76% 73
2022
Q4 		– Sell
-4,534
Closed -$1,000K – 105
2022
Q3 		$1,000K Sell
4,534
-1,406
-24% -$315K 0.84% 48
2022
Q2 		$1.28M Sell
5,940
-993
-14% -$216K 0.89% 46
2022
Q1 		$1.5M Buy
6,933
+101
+1% +$20.5K 0.66% 51
2021
Q4 		$1.32M Buy
+6,832
New +$1.24M 0.47% 71

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SRN Advisors's HSY Position: Q4 2024 in Review

SRN Advisors sold out of Hershey (HSY) in Q4 2024, closing a stake of 4,446 shares — an estimated $853K sold.

SRN Advisors first reported a position in HSY in Q4 2021 and held it in 8 quarters. The position peaked at $1.5M in Q1 2022. 1,343 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

  • SRN Advisors reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
  • SRN Advisors sold 4,446 Hershey shares in Q4 2024, an estimated $853K.
  • SRN Advisors first reported a position in Hershey in Q4 2021 and held it in 8 quarters.
  • SRN Advisors's Hershey position peaked at $1.5M in Q1 2022.
  • 1,343 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on SRN Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.