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Atom Investors’s Hershey HSY Stock Holding History

Atom Investors’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
-1,085
Closed -$208K – 558
2024
Q3 		$208K Buy
+1,085
New +$211K 0.02% 415
2021
Q1 		– Sell
-2,307
Closed -$351K – 329
2020
Q4 		$351K Buy
2,307
+821
+55% +$121K 0.04% 267
2020
Q3 		$213K Buy
+1,486
New +$211K 0.02% 345
2020
Q2 		– Sell
-2,804
Closed -$372K – 426
2020
Q1 		$372K Buy
2,804
+1,102
+65% +$163K 0.03% 223
2019
Q4 		$250K Buy
+1,702
New +$252K 0.02% 214
2019
Q3 		– Sell
-7,234
Closed -$970K – 344
2019
Q2 		$970K Sell
7,234
-1,358
-16% -$173K 0.06% 256
2019
Q1 		$987K Buy
+8,592
New +$936K 0.08% 181

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

Atom Investors's HSY Position: Q4 2024 in Review

Atom Investors sold out of Hershey (HSY) in Q4 2024, closing a stake of 1,085 shares — an estimated $208K sold.

Atom Investors first reported a position in HSY in Q1 2019 and held it in 7 quarters. The position peaked at $987K in Q1 2019. 1,343 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

  • Atom Investors reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
  • Atom Investors sold 1,085 Hershey shares in Q4 2024, an estimated $208K.
  • Atom Investors first reported a position in Hershey in Q1 2019 and held it in 7 quarters.
  • Atom Investors's Hershey position peaked at $987K in Q1 2019.
  • 1,343 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on Atom Investors's 13F filing for Q4 2024, filed 14 Feb 2025.