Guggenheim Capital’s Hershey HSY Stock Holding History

Guggenheim Capital’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
2026 Q1	$6.07M	Sell	29,220 -7,837	-21%	-$1.65M	0.05%	389
2025 Q4	$6.74M	Sell	37,057 -24,914	-40%	-$4.55M	0.05%	355
2025 Q3	$11.6M	Sell	61,971 -29,193	-32%	-$5.3M	0.09%	243
2025 Q2	$15.1M	Sell	91,164 -3,030	-3%	-$499K	0.12%	172
2025 Q1	$16.1M	Sell	94,194 -2,085	-2%	-$341K	0.15%	139
2024 Q4	$16.3M	Sell	96,279 -3,173	-3%	-$569K	0.13%	144
2024 Q3	$19.1M	Buy	99,452 +8,438	+9%	+$1.64M	0.14%	144
2024 Q2	$16.7M	Sell	91,014 -9,526	-9%	-$1.84M	0.12%	166
2024 Q1	$19.6M	Buy	100,540 +13,051	+15%	+$2.52M	0.14%	151
2023 Q4	$16.3M	Buy	87,489 +9,648	+12%	+$1.83M	0.12%	173
2023 Q3	$15.6M	Sell	77,841 -131	-0.2%	-$29.3K	0.13%	164
2023 Q2	$19.5M	Buy	77,972 +5,069	+7%	+$1.33M	0.15%	128
2023 Q1	$18.5M	Sell	72,903 -18,701	-20%	-$4.39M	0.16%	135
2022 Q4	$21.2M	Buy	91,604 +21,167	+30%	+$4.88M	0.19%	119
2022 Q3	$15.5M	Buy	70,437 +6,763	+11%	+$1.52M	0.14%	167
2022 Q2	$13.7M	Sell	63,674 -20,055	-24%	-$4.37M	0.11%	228
2022 Q1	$18.1M	Buy	83,729 +29,816	+55%	+$6.06M	0.11%	214
2021 Q4	$10.4M	Buy	53,913 +13,909	+35%	+$2.52M	0.05%	414
2021 Q3	$6.77M	Buy	40,004 +3,000	+8%	+$530K	0.04%	535
2021 Q2	$6.45M	Buy	37,004 +8,273	+29%	+$1.39M	0.04%	571
2021 Q1	$4.54M	Sell	28,731 -20,567	-42%	-$3.1M	0.03%	669
2020 Q4	$7.51M	Sell	49,298 -23,107	-32%	-$3.42M	0.05%	425
2020 Q3	$10.4M	Buy	72,405 +13,398	+23%	+$1.9M	0.08%	268
2020 Q2	$7.65M	Buy	59,007 +10,519	+22%	+$1.41M	0.06%	358
2020 Q1	$6.42M	Sell	48,488 -8,169	-14%	-$1.21M	0.07%	348
2019 Q4	$8.33M	Sell	56,657 -3,372	-6%	-$500K	0.06%	390
2019 Q3	$9.3M	Sell	60,029 -352	-0.6%	-$53.2K	0.07%	335
2019 Q2	$8.09M	Sell	60,381 -11,757	-16%	-$1.49M	0.07%	367
2019 Q1	$8.29M	Sell	72,138 -8,453	-10%	-$920K	0.07%	368
2018 Q4	$8.64M	Buy	80,591 +6,136	+8%	+$652K	0.08%	316
2018 Q3	$7.59M	Buy	74,455 +4,020	+6%	+$397K	0.05%	474
2018 Q2	$6.56M	Sell	70,435 -459,261	-87%	-$42.8M	0.05%	547
2018 Q1	$52.4M	Buy	529,696 +67,190	+15%	+$6.94M	0.13%	271
2017 Q4	$52.5M	Buy	462,506 +11,632	+3%	+$1.28M	0.12%	307
2017 Q3	$49.2M	Buy	450,874 +2,508	+0.6%	+$267K	0.13%	311
2017 Q2	$48.1M	Sell	448,366 -2,955	-0.7%	-$326K	0.13%	315
2017 Q1	$49.3M	Sell	451,321 -27,802	-6%	-$2.98M	0.13%	286
2016 Q4	$49.6M	Sell	479,123 -47,407	-9%	-$4.68M	0.14%	227
2016 Q3	$50.3M	Sell	526,530 -118,998	-18%	-$12.6M	0.16%	163
2016 Q2	$73.3M	Buy	645,528 +20,528	+3%	+$1.92M	0.23%	58
2016 Q1	$57.6M	Sell	625,000 -180,568	-22%	-$16.1M	0.18%	105
2015 Q4	$71.9M	Buy	805,568 +262,102	+48%	+$23.5M	0.21%	69
2015 Q3	$49.9M	Buy	543,466 +124,350	+30%	+$11.3M	0.16%	149
2015 Q2	$37.2M	Buy	419,116 +6,949	+2%	+$655K	0.09%	393
2015 Q1	$41.6M	Buy	412,167 +49,940	+14%	+$5.21M	0.1%	357
2014 Q4	$37.6M	Buy	362,227 +33,022	+10%	+$3.22M	0.09%	389
2014 Q3	$31.4M	Buy	329,205 +20,856	+7%	+$1.93M	0.08%	461
2014 Q2	$30M	Sell	308,349 -146,474	-32%	-$14.4M	0.08%	472
2014 Q1	$47.5M	Buy	454,823 +163,041	+56%	+$16.7M	0.14%	165
2013 Q4	$28.4M	Buy	291,782 +34,200	+13%	+$3.29M	0.09%	359
2013 Q3	$23.8M	Buy	257,582 +52,217	+25%	+$4.87M	0.09%	341
2013 Q2	$18.3M	Buy	+205,365	New	+$18.1M	0.08%	384