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Wintrust Investments’s Hershey HSY Stock Holding History

Wintrust Investments’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
-179
Closed -$34K – 466
2024
Q3 		$34K Sell
179
-1,656
-90% -$322K 0.03% 374
2024
Q2 		$337K Buy
1,835
+57
+3% +$11K 0.03% 353
2024
Q1 		$346K Sell
1,778
-4,473
-72% -$863K 0.03% 348
2023
Q4 		$1.17M Buy
6,251
+1,084
+21% +$205K 0.11% 161
2023
Q3 		$1.03M Buy
5,167
+1,282
+33% +$287K 0.11% 165
2023
Q2 		$970K Buy
3,885
+1,236
+47% +$324K 0.1% 178
2023
Q1 		$674K Buy
2,649
+251
+10% +$59K 0.09% 172
2022
Q4 		$555K Buy
2,398
+1,132
+89% +$261K 0.07% 199
2022
Q3 		$279K Buy
1,266
+121
+11% +$27.1K 0.03% 315
2022
Q2 		$246K Buy
1,145
+1
+0.1% +$218 0.03% 334
2022
Q1 		$248K Buy
1,144
+1
+0.1% +$203 0.02% 352
2021
Q4 		$221K Buy
+1,143
New +$207K 0.02% 391
2021
Q2 		– Sell
-1,541
Closed -$244K – 435
2021
Q1 		$244K Buy
1,541
+161
+12% +$24.2K 0.03% 360
2020
Q4 		$210K Buy
+1,380
New +$204K 0.06% 173

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 $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Wintrust Investments's HSY Position: Q4 2024 in Review

Wintrust Investments sold out of Hershey (HSY) in Q4 2024, closing a stake of 179 shares — an estimated $34K sold.

Wintrust Investments first reported a position in HSY in Q4 2020 and held it in 14 quarters. The position peaked at $1.17M in Q4 2023. 1,344 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

  • Wintrust Investments reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
  • Wintrust Investments sold 179 Hershey shares in Q4 2024, an estimated $34K.
  • Wintrust Investments first reported a position in Hershey in Q4 2020 and held it in 14 quarters.
  • Wintrust Investments's Hershey position peaked at $1.17M in Q4 2023.
  • 1,344 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.