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World Equity Group’s Hershey HSY Stock Holding History

World Equity Group’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
-3,602
Closed -$691K – 374
2024
Q3 		$691K Buy
3,602
+145
+4% +$28.2K 0.25% 94
2024
Q2 		$636K Buy
3,457
+136
+4% +$26.3K 0.19% 138
2024
Q1 		$646K Sell
3,321
-943
-22% -$182K 0.13% 161
2023
Q4 		$795K Sell
4,264
-2,398
-36% -$454K 0.16% 140
2023
Q3 		$1.33M Buy
6,662
+4,428
+198% +$991K 0.28% 90
2023
Q2 		$558K Buy
+2,234
New +$586K 0.16% 162
2023
Q1 		– Sell
-2,219
Closed -$514K – 542
2022
Q4 		$514K Buy
+2,219
New +$512K 0.12% 169

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

World Equity Group's HSY Position: Q4 2024 in Review

World Equity Group sold out of Hershey (HSY) in Q4 2024, closing a stake of 3,602 shares — an estimated $691K sold.

World Equity Group first reported a position in HSY in Q4 2022 and held it in 7 quarters. The position peaked at $1.33M in Q3 2023. 1,343 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

  • World Equity Group reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
  • World Equity Group sold 3,602 Hershey shares in Q4 2024, an estimated $691K.
  • World Equity Group first reported a position in Hershey in Q4 2022 and held it in 7 quarters.
  • World Equity Group's Hershey position peaked at $1.33M in Q3 2023.
  • 1,343 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on World Equity Group's 13F filing for Q4 2024, filed 4 Feb 2025.