HSY β€” HERSHEY CO

Ownership history in LifePro Asset Management  Β·  2 quarters on record

AI Ownership Summary

LifePro Asset Management reported HERSHEY CO (HSY) in 2 quarterly 13F filings from 2024 Q1 through 2024 Q2. Peak portfolio weight reached 0.2% in 2024 Q2. The latest visible filing shows HSY at 0.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HSY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LifePro Asset Management's position in HERSHEY CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q2

HSY was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2024 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LifePro Asset Management held HSY β€” position size vs. price
% of Fund (quarterly)    HSY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q2 ADDED 1,501 +197 +15.1% 0.20% $276K 2024-07-10 $175.95
2024 Q1 INITIATED 1,304 β€” β€” 0.17% $254K 2024-04-25 $176.16

FAQ About LifePro Asset Management and HSY

These are the practical questions this page is built to answer before you even open the full history table.

How long has LifePro Asset Management reported owning HSY?

LifePro Asset Management reported HSY across 2 quarterly 13F filings, from 2024 Q1 through 2024 Q2.

What was the largest reported HSY position in LifePro Asset Management's portfolio?

The largest reported portfolio weight for HSY was 0.20% in 2024 Q2.

What is the latest reported HSY position on this page?

The most recent filing on this page is 2024 Q2, when LifePro Asset Management reported 1,501 shares, equal to 0.20% of portfolio, with an estimated market value of $276K.

What does the chart on this HSY ownership page compare?

The chart compares LifePro Asset Management's quarterly HSY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to LifePro Asset Management Holdings