TCA
HSY icon

Transcend Capital Advisors’s Hershey HSY Stock Holding History

Transcend Capital 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
-5,093
Closed -$977K – 603
2024
Q3 		$977K Buy
5,093
+173
+4% +$33.6K 0.07% 267
2024
Q2 		$904K Sell
4,920
-1,217
-20% -$235K 0.07% 266
2024
Q1 		$1.19M Buy
6,137
+1,106
+22% +$213K 0.1% 209
2023
Q4 		$938K Buy
5,031
+408
+9% +$77.3K 0.08% 222
2023
Q3 		$925K Buy
4,623
+567
+14% +$127K 0.09% 220
2023
Q2 		$1.01M Buy
4,056
+1,281
+46% +$336K 0.1% 211
2023
Q1 		$706K Buy
+2,775
New +$652K 0.07% 243

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

Transcend Capital Advisors's HSY Position: Q4 2024 in Review

Transcend Capital Advisors sold out of Hershey (HSY) in Q4 2024, closing a stake of 5,093 shares — an estimated $977K sold.

Transcend Capital Advisors first reported a position in HSY in Q1 2023 and held it in 7 quarters. The position peaked at $1.19M in Q1 2024. 1,343 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

  • Transcend Capital Advisors reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
  • Transcend Capital Advisors sold 5,093 Hershey shares in Q4 2024, an estimated $977K.
  • Transcend Capital Advisors first reported a position in Hershey in Q1 2023 and held it in 7 quarters.
  • Transcend Capital Advisors's Hershey position peaked at $1.19M in Q1 2024.
  • 1,343 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on Transcend Capital Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.