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Wellington Wealth Strategies’s Hershey HSY Stock Holding History

Wellington Wealth Strategies’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 		$1.73M Buy
+10,788
New +$1.93M 1.58% 19
2024
Q2 		– Sell
-7,910
Closed -$1.54M – 102
2024
Q1 		$1.54M Buy
+7,910
New +$1.53M 0.72% 44

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

Wellington Wealth Strategies's HSY Position: Q4 2024 in Review

Wellington Wealth Strategies opened a new position in Hershey (HSY) in Q4 2024: 10,788 shares worth $1.73M. The stake represents 1.58% of the portfolio and ranks #19 among its holdings. This is a return to the name: Wellington Wealth Strategies previously reported a position in HSY as recently as Q1 2024.

Wellington Wealth Strategies first reported a position in HSY in Q1 2024 and has held it in 2 quarters since. 1,343 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

  • Wellington Wealth Strategies held 10,788 shares of Hershey worth $1.73M as of Q4 2024.
  • Hershey was a new Wellington Wealth Strategies position in Q4 2024.
  • Hershey made up 1.58% of Wellington Wealth Strategies's portfolio in Q4 2024, its #19 holding.
  • Wellington Wealth Strategies first reported a position in Hershey in Q1 2024 and has held it in 2 quarters since.
  • 1,343 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on Wellington Wealth Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.