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Suncoast Equity Management’s Hershey HSY Stock Holding History

Suncoast Equity 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 		– Sell
-9,707
Closed -$1.86M – 78
2024
Q3 		$1.86M Buy
9,707
+220
+2% +$42.8K 0.21% 34
2024
Q2 		$1.74M Sell
9,487
-3,560
-27% -$689K 0.19% 34
2024
Q1 		$2.54M Buy
13,047
+1,042
+9% +$201K 0.3% 28
2023
Q4 		$2.24M Buy
12,005
+427
+4% +$80.9K 0.3% 29
2023
Q3 		$2.32M Buy
11,578
+1,310
+13% +$293K 0.35% 27
2023
Q2 		$2.56M Buy
10,268
+870
+9% +$228K 0.38% 27
2023
Q1 		$2.39M Buy
9,398
+749
+9% +$176K 0.4% 24
2022
Q4 		$2M Buy
8,649
+964
+13% +$222K 0.37% 23
2022
Q3 		$1.69M Buy
7,685
+10
+0.1% +$2.24K 0.33% 24
2022
Q2 		$1.65M Buy
7,675
+700
+10% +$153K 0.29% 25
2022
Q1 		$1.51M Buy
6,975
+1,985
+40% +$403K 0.22% 24
2021
Q4 		$965K Buy
4,990
+134
+3% +$24.3K 0.12% 29
2021
Q3 		$822K Buy
4,856
+536
+12% +$94.7K 0.11% 27
2021
Q2 		$752K Buy
4,320
+205
+5% +$34.5K 0.1% 29
2021
Q1 		$651K Buy
4,115
+220
+6% +$33.1K 0.1% 28
2020
Q4 		$593K Buy
3,895
+175
+5% +$25.9K 0.09% 30
2020
Q3 		$533K Buy
3,720
+640
+21% +$90.8K 0.09% 27
2020
Q2 		$399K Sell
3,080
-25
-0.8% -$3.36K 0.07% 30
2020
Q1 		$411K Buy
3,105
+152
+5% +$22.4K 0.1% 26
2019
Q4 		$434K Buy
2,953
+28
+1% +$4.15K 0.09% 31
2019
Q3 		$453K Buy
2,925
+840
+40% +$127K 0.1% 30
2019
Q2 		$279K Buy
+2,085
New +$265K 0.06% 34

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

Suncoast Equity Management's HSY Position: Q4 2024 in Review

Suncoast Equity Management sold out of Hershey (HSY) in Q4 2024, closing a stake of 9,707 shares — an estimated $1.86M sold.

Suncoast Equity Management first reported a position in HSY in Q2 2019 and held it in 22 quarters. The position peaked at $2.56M in Q2 2023. 1,343 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

  • Suncoast Equity Management reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
  • Suncoast Equity Management sold 9,707 Hershey shares in Q4 2024, an estimated $1.86M.
  • Suncoast Equity Management first reported a position in Hershey in Q2 2019 and held it in 22 quarters.
  • Suncoast Equity Management's Hershey position peaked at $2.56M in Q2 2023.
  • 1,343 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on Suncoast Equity Management's 13F filing for Q4 2024, filed 3 Feb 2025.