Fuller & Thaler Asset Management
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Fuller & Thaler Asset Management’s Hershey HSY Stock Holding History

Fuller & Thaler Asset Management’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
-2,870
Closed -$550K – 624
2024
Q3 		$550K Buy
2,870
+415
+17% +$80.7K ﹤0.01% 433
2024
Q2 		$451K Buy
2,455
+1,940
+377% +$375K ﹤0.01% 464
2024
Q1 		$100K Hold
515
– – ﹤0.01% 468
2023
Q4 		$96K Buy
515
+465
+930% +$88.1K ﹤0.01% 461
2023
Q3 		$10K Buy
+50
New +$11.2K ﹤0.01% 469
2018
Q3 		– Sell
-1,400
Closed -$130K – 579
2018
Q2 		$130K Hold
1,400
– – ﹤0.01% 455
2018
Q1 		$139K Buy
1,400
+200
+17% +$20.7K ﹤0.01% 441
2017
Q4 		$136K Hold
1,200
– – ﹤0.01% 472
2017
Q3 		$131K Sell
1,200
-500
-29% -$53.3K ﹤0.01% 439
2017
Q2 		$183K Hold
1,700
– – ﹤0.01% 410
2017
Q1 		$186K Hold
1,700
– – ﹤0.01% 405
2016
Q4 		$176K Hold
1,700
– – ﹤0.01% 402
2016
Q3 		$163K Buy
1,700
+700
+70% +$74.1K ﹤0.01% 365
2016
Q2 		$113K Hold
1,000
– – ﹤0.01% 440
2016
Q1 		$92K Sell
1,000
-1,600
-62% -$143K ﹤0.01% 442
2015
Q4 		$232K Sell
2,600
-200
-7% -$17.9K 0.01% 366
2015
Q3 		$257K Buy
+2,800
New +$255K 0.01% 359
2015
Q1 		– Sell
-600
Closed -$62K – 671
2014
Q4 		$62K Sell
600
-300
-33% -$29.2K ﹤0.01% 551
2014
Q3 		$86K Sell
900
-1,200
-57% -$111K ﹤0.01% 560
2014
Q2 		$204K Hold
2,100
– – 0.01% 430
2014
Q1 		$219K Sell
2,100
-1,600
-43% -$164K 0.01% 420
2013
Q4 		$360K Buy
3,700
+500
+16% +$48.1K 0.02% 341
2013
Q3 		$296K Buy
3,200
+1,300
+68% +$121K 0.02% 336
2013
Q2 		$170K Buy
+1,900
New +$168K 0.01% 379

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 $3.38T AUM 44.17% 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

Fuller & Thaler Asset Management's HSY Position: Q4 2024 in Review

Fuller & Thaler Asset Management sold out of Hershey (HSY) in Q4 2024, closing a stake of 2,870 shares — an estimated $550K sold.

Fuller & Thaler Asset Management first reported a position in HSY in Q2 2013 and held it in 24 quarters. The position peaked at $550K in Q3 2024. 1,346 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

  • Fuller & Thaler Asset Management reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
  • Fuller & Thaler Asset Management sold 2,870 Hershey shares in Q4 2024, an estimated $550K.
  • Fuller & Thaler Asset Management first reported a position in Hershey in Q2 2013 and held it in 24 quarters.
  • Fuller & Thaler Asset Management's Hershey position peaked at $550K in Q3 2024.
  • 1,346 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on Fuller & Thaler Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.