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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
2018
Q1 		– Sell
-20
Closed -$18K – 518
2017
Q4 		$18K Hold
20
– – ﹤0.01% 326
2017
Q3 		$13K Hold
20
– – ﹤0.01% 348
2017
Q2 		$13K Hold
20
– – ﹤0.01% 384
2017
Q1 		$17K Buy
+20
New +$2.15K ﹤0.01% 386
2016
Q3 		– Sell
-245
Closed -$480K – 477
2016
Q2 		$480K Sell
245
-150
-38% -$14K 0.09% 197
2016
Q1 		$566K Buy
395
+300
+316% +$26.8K 0.1% 170
2015
Q4 		$92K Hold
95
– – 0.01% 325
2015
Q3 		$105K Buy
+95
New +$8.65K 0.01% 321

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

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. 1,343 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.
  • 1,343 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.