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Wellington Shields Capital Management’s Hershey HSY Stock Holding History

Wellington Shields Capital 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
-100
Closed -$19.2K – 317
2024
Q3 		$19.2K Hold
100
– – ﹤0.01% 304
2024
Q2 		$18.4K Buy
+100
New +$19.3K ﹤0.01% 300
2023
Q3 		– Sell
-100
Closed -$25K – 308
2023
Q2 		$25K Sell
100
-50
-33% -$13.1K ﹤0.01% 290
2023
Q1 		$38.2K Buy
+150
New +$35.2K ﹤0.01% 295
2016
Q2 		– Sell
-2,958
Closed -$272K – 324
2016
Q1 		$272K Buy
2,958
+1
+0% +$89 0.05% 266
2015
Q4 		$264K Buy
2,957
+2
+0.1% +$179 0.04% 263
2015
Q3 		$272K Buy
2,955
+1
+0% +$91 0.05% 255
2015
Q2 		$262K Buy
2,954
+1
+0% +$94 0.04% 293
2015
Q1 		$298K Buy
2,953
+1
+0% +$104 0.04% 277
2014
Q4 		$307K Buy
2,952
+1
+0% +$97 0.05% 269
2014
Q3 		$282K Buy
2,951
+2
+0.1% +$185 0.05% 281
2014
Q2 		$287K Buy
2,949
+1
+0% +$98 0.04% 298
2014
Q1 		$308K Buy
2,948
+1
+0% +$102 0.05% 262
2013
Q4 		$287K Sell
2,947
-399
-12% -$38.4K 0.05% 251
2013
Q3 		$310K Buy
3,346
+2
+0.1% +$186 0.06% 234
2013
Q2 		$299K Buy
+3,344
New +$295K 0.05% 257

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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return

Wellington Shields Capital Management's HSY Position: Q4 2024 in Review

Wellington Shields Capital Management sold out of Hershey (HSY) in Q4 2024, closing a stake of 100 shares — an estimated $19.2K sold.

Wellington Shields Capital Management first reported a position in HSY in Q2 2013 and held it in 16 quarters. The position peaked at $310K in Q3 2013. 1,346 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

  • Wellington Shields Capital Management reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
  • Wellington Shields Capital Management sold 100 Hershey shares in Q4 2024, an estimated $19.2K.
  • Wellington Shields Capital Management first reported a position in Hershey in Q2 2013 and held it in 16 quarters.
  • Wellington Shields Capital Management's Hershey position peaked at $310K in Q3 2013.
  • 1,346 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on Wellington Shields Capital Management's 13F filing for Q4 2024, filed 10 Feb 2025.