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American Trust’s Hershey HSY Stock Holding History

American Trust’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
2025
Q1 		– Sell
-12,674
Closed -$2.15M – 189
2024
Q4 		$2.15M Sell
12,674
-6,181
-33% -$1.11M 0.16% 85
2024
Q3 		$3.62M Sell
18,855
-4,144
-18% -$806K 0.3% 52
2024
Q2 		$4.23M Sell
22,999
-1,652
-7% -$320K 0.35% 50
2024
Q1 		$4.79M Buy
24,651
+6,337
+35% +$1.22M 0.4% 47
2023
Q4 		$3.41M Sell
18,314
-316
-2% -$59.9K 0.25% 70
2023
Q3 		$3.73M Buy
18,630
+2,056
+12% +$460K 0.29% 57
2023
Q2 		$4.14M Sell
16,574
-80
-0.5% -$21K 0.29% 65
2023
Q1 		$4.24M Buy
16,654
+1,362
+9% +$320K 0.29% 65
2022
Q4 		$3.54M Buy
15,292
+1,305
+9% +$301K 0.33% 75
2022
Q3 		$3.08M Buy
13,987
+2,780
+25% +$623K 0.26% 77
2022
Q2 		$2.41M Buy
+11,207
New +$2.44M 0.19% 90

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

American Trust's HSY Position: Q1 2025 in Review

American Trust sold out of Hershey (HSY) in Q1 2025, closing a stake of 12,674 shares — an estimated $2.15M sold.

American Trust first reported a position in HSY in Q2 2022 and held it in 11 quarters. The position peaked at $4.79M in Q1 2024. 1,342 funds tracked by Wall St. Rank hold HSY as of Q1 2025.

  • American Trust reported no remaining Hershey position as of Q1 2025 after selling out during the quarter.
  • American Trust sold 12,674 Hershey shares in Q1 2025, an estimated $2.15M.
  • American Trust first reported a position in Hershey in Q2 2022 and held it in 11 quarters.
  • American Trust's Hershey position peaked at $4.79M in Q1 2024.
  • 1,342 funds tracked by Wall St. Rank held Hershey as of Q1 2025.

Based on American Trust's 13F filing for Q1 2025, filed 16 May 2025.