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Zimmermann Investment Management & Planning’s Hershey HSY Stock Holding History

Zimmermann Investment Management & Planning’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
-2,890
Closed -$554K – 52
2024
Q3 		$554K Sell
2,890
-51
-2% -$9.91K 0.17% 80
2024
Q2 		$541K Sell
2,941
-113
-4% -$21.9K 0.18% 76
2024
Q1 		$594K Sell
3,054
-40
-1% -$7.72K 0.21% 75
2023
Q4 		$577K Sell
3,094
-135
-4% -$25.6K 0.24% 65
2023
Q3 		$646K Sell
3,229
-396
-11% -$88.6K 0.31% 58
2023
Q2 		$905K Sell
3,625
-4
-0.1% -$1.05K 0.42% 44
2023
Q1 		$923K Sell
3,629
-177
-5% -$41.6K 0.48% 46
2022
Q4 		$881K Buy
3,806
+5
+0.1% +$1.15K 0.51% 40
2022
Q3 		$838K Buy
3,801
+50
+1% +$11.2K 0.52% 38
2022
Q2 		$807K Buy
3,751
+5
+0.1% +$1.09K 0.55% 42
2022
Q1 		$812K Buy
3,746
+5
+0.1% +$1.02K 0.48% 46
2021
Q4 		$724K Buy
+3,741
New +$677K 0.41% 47

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

Zimmermann Investment Management & Planning's HSY Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Hershey (HSY) in Q4 2024, closing a stake of 2,890 shares — an estimated $554K sold.

Zimmermann Investment Management & Planning first reported a position in HSY in Q4 2021 and held it in 12 quarters. The position peaked at $923K in Q1 2023. 1,343 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 2,890 Hershey shares in Q4 2024, an estimated $554K.
  • Zimmermann Investment Management & Planning first reported a position in Hershey in Q4 2021 and held it in 12 quarters.
  • Zimmermann Investment Management & Planning's Hershey position peaked at $923K in Q1 2023.
  • 1,343 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.