The Family Firm’s Hershey HSY Stock Holding History

The Family Firm’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 Q3	–	Sell	-446	Closed	-$82K	–	489
2024 Q2	$82K	Buy	+446	New	+$86.3K	0.02%	310
2022 Q3	–	Sell	-1,583	Closed	-$341K	–	172
2022 Q2	$341K	Buy	+1,583	New	+$345K	0.1%	130

Other funds holding HSY

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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

HTC

Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

The Family Firm's HSY Position: Q3 2024 in Review

The Family Firm sold out of Hershey (HSY) in Q3 2024, closing a stake of 446 shares — an estimated $82K sold.

The Family Firm first reported a position in HSY in Q2 2022 and held it in 2 quarters. The position peaked at $341K in Q2 2022. 1,395 funds tracked by Wall St. Rank hold HSY as of Q3 2024.

The Family Firm reported no remaining Hershey position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 446 Hershey shares in Q3 2024, an estimated $82K.
The Family Firm first reported a position in Hershey in Q2 2022 and held it in 2 quarters.
The Family Firm's Hershey position peaked at $341K in Q2 2022.
1,395 funds tracked by Wall St. Rank held Hershey as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.