Ownership history in Lipe & Dalton · 30 quarters on record
This page tracks every 13F SEC filing in which Lipe & Dalton reported a position in Hershey Co (HSY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 31,023 | -966 | -3.0% | 2.79% | $5.6M | $180.79 |
| 2025 Q2 | REDUCED | 31,989 | -231 | -0.7% | 2.87% | $5.3M | $162.36 |
| 2025 Q1 | ADDED | 32,220 | +25,653 | +390.6% | 3.08% | $5.5M | $165.93 |
| 2024 Q4 | ADDED | 6,567 | +2 | +0.0% | 0.59% | $1.1M | $162.90 |
As of 2025 Q4 — sorted by position size