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Advisory Research’s Hershey HSY Stock Holding History

Advisory Research’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
-4,895
Closed -$939K – 156
2024
Q3 		$939K Sell
4,895
-328
-6% -$63.8K 0.17% 112
2024
Q2 		$960K Sell
5,223
-76
-1% -$14.7K 0.18% 105
2024
Q1 		$1.03M Hold
5,299
– – 0.2% 96
2023
Q4 		$988K Sell
5,299
-863
-14% -$164K 0.15% 158
2023
Q3 		$1.23M Buy
+6,162
New +$1.38M 0.17% 165
2020
Q3 		– Sell
-117,726
Closed -$15.3M – 328
2020
Q2 		$15.3M Sell
117,726
-78,282
-40% -$10.5M 1.36% 18
2020
Q1 		$26M Buy
+196,008
New +$28.9M 1.8% 15
2014
Q2 		– Sell
-651
Closed -$68K – 486
2014
Q1 		$68K Buy
+651
New +$66.6K ﹤0.01% 615

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
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
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return

Advisory Research's HSY Position: Q4 2024 in Review

Advisory Research sold out of Hershey (HSY) in Q4 2024, closing a stake of 4,895 shares — an estimated $939K sold.

Advisory Research first reported a position in HSY in Q1 2014 and held it in 8 quarters. The position peaked at $26M in Q1 2020. 1,345 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

  • Advisory Research reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
  • Advisory Research sold 4,895 Hershey shares in Q4 2024, an estimated $939K.
  • Advisory Research first reported a position in Hershey in Q1 2014 and held it in 8 quarters.
  • Advisory Research's Hershey position peaked at $26M in Q1 2020.
  • 1,345 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on Advisory Research's 13F filing for Q4 2024, filed 13 Feb 2025.