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Catalyst Capital Advisors’s Hershey HSY Stock Holding History

Catalyst Capital Advisors’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
-426
Closed -$81.7K – 548
2024
Q3 		$81.7K Buy
+426
New +$82.8K ﹤0.01% 291
2023
Q3 		– Sell
-19,575
Closed -$4.89M – 427
2023
Q2 		$4.89M Sell
19,575
-1,025
-5% -$269K 0.14% 63
2023
Q1 		$5.24M Sell
20,600
-1,450
-7% -$341K 0.16% 56
2022
Q4 		$5.11M Sell
22,050
-650
-3% -$150K 0.17% 59
2022
Q3 		$5M Sell
22,700
-550
-2% -$123K 0.19% 58
2022
Q2 		$5M Sell
23,250
-1,500
-6% -$327K 0.21% 59
2022
Q1 		$5.36M Buy
24,750
+2,700
+12% +$548K 0.23% 59
2021
Q4 		$4.27M Buy
22,050
+2,850
+15% +$516K 0.2% 80
2021
Q3 		$3.25M Sell
19,200
-1,100
-5% -$194K 0.16% 94
2021
Q2 		$3.54M Buy
+20,300
New +$3.42M 0.17% 86
2020
Q2 		– Sell
-40,000
Closed -$5.3M – 282
2020
Q1 		$5.3M Sell
40,000
-12,100
-23% -$1.79M 0.26% 59
2019
Q4 		$7.66M Sell
52,100
-19,458
-27% -$2.88M 0.25% 58
2019
Q3 		$11.1M Buy
71,558
+100
+0.1% +$15.1K 0.37% 43
2019
Q2 		$9.58M Buy
71,458
+71,075
+18,557% +$9.03M 0.32% 54
2019
Q1 		$44K Buy
383
+125
+48% +$13.6K ﹤0.01% 239
2018
Q4 		$28K Sell
258
-12
-4% -$1.28K ﹤0.01% 274
2018
Q3 		$28K Buy
+270
New +$26.7K ﹤0.01% 295
2014
Q4 		– Sell
-43,843
Closed -$4.18M – 524
2014
Q3 		$4.18M Buy
43,843
+6,670
+18% +$618K 0.54% 61
2014
Q2 		$3.62M Buy
+37,173
New +$3.65M 0.59% 68
2014
Q1 		– Sell
-8,000
Closed -$778K – 332
2013
Q4 		$778K Hold
8,000
– – 0.25% 136
2013
Q3 		$740K Sell
8,000
-4,000
-33% -$373K 0.4% 106
2013
Q2 		$1.07M Buy
+12,000
New +$1.06M 0.83% 31

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

Catalyst Capital Advisors's HSY Position: Q4 2024 in Review

Catalyst Capital Advisors sold out of Hershey (HSY) in Q4 2024, closing a stake of 426 shares — an estimated $81.7K sold.

Catalyst Capital Advisors first reported a position in HSY in Q2 2013 and held it in 22 quarters. The position peaked at $11.1M in Q3 2019. 1,345 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

  • Catalyst Capital Advisors reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
  • Catalyst Capital Advisors sold 426 Hershey shares in Q4 2024, an estimated $81.7K.
  • Catalyst Capital Advisors first reported a position in Hershey in Q2 2013 and held it in 22 quarters.
  • Catalyst Capital Advisors's Hershey position peaked at $11.1M in Q3 2019.
  • 1,345 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on Catalyst Capital Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.