Sugarloaf Wealth Management’s Hershey HSY Stock Holding History

Sugarloaf Wealth Management’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	$38.8K	Hold	229	–	–	0.01%	327
2024 Q3	$43.9K	Hold	229	–	–	0.01%	318
2024 Q2	$42.1K	Hold	229	–	–	0.01%	312
2024 Q1	$44.5K	Hold	229	–	–	0.01%	304
2023 Q4	$42.7K	Hold	229	–	–	0.01%	300
2023 Q3	$45.8K	Sell	229 -100	-30%	-$22.4K	0.01%	293
2023 Q2	$82.2K	Hold	329	–	–	0.02%	229
2023 Q1	$83.7K	Buy	329 +100	+44%	+$23.5K	0.02%	217
2022 Q4	$53K	Sell	229 -71	-24%	-$16.4K	0.01%	272
2022 Q3	$67K	Buy	300 +71	+31%	+$15.9K	0.02%	250
2022 Q2	$49K	Hold	229	–	–	0.01%	287
2022 Q1	$50K	Hold	229	–	–	0.01%	279
2021 Q4	$44K	Hold	229	–	–	0.01%	309
2021 Q3	$39K	Hold	229	–	–	0.01%	314
2021 Q2	$40K	Hold	229	–	–	0.01%	308
2021 Q1	$36	Hold	229	–	–	0.01%	320
2020 Q4	$35K	Hold	229	–	–	0.01%	294
2020 Q3	$33K	Hold	229	–	–	0.01%	292
2020 Q2	$30K	Hold	229	–	–	0.01%	298
2020 Q1	$30K	Hold	229	–	–	0.01%	279
2019 Q4	$34K	Buy	+229	New	+$34K	0.01%	292

Other funds holding HSY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sugarloaf Wealth Management's HSY Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Hershey (HSY) position steady in Q4 2024 at 229 shares worth $38.8K. The position accounts for 0.01% of the portfolio, ranked #327.

Sugarloaf Wealth Management first reported a position in HSY in Q4 2019 and has held it in 21 quarters since. The position peaked at $83.7K in Q1 2023. 1,343 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

Sugarloaf Wealth Management held 229 shares of Hershey worth $38.8K as of Q4 2024.
Sugarloaf Wealth Management left its Hershey share count unchanged in Q4 2024.
Hershey made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #327 holding.
Sugarloaf Wealth Management first reported a position in Hershey in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Hershey position peaked at $83.7K in Q1 2023.
1,343 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.