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Legato Capital Management’s Hershey HSY Stock Holding History

Legato Capital 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
-5,105
Closed -$979K – 592
2024
Q3 		$979K Hold
5,105
– – 0.12% 309
2024
Q2 		$938K Sell
5,105
-1,556
-23% -$301K 0.13% 281
2024
Q1 		$1.3M Hold
6,661
– – 0.16% 219
2023
Q4 		$1.24M Hold
6,661
– – 0.16% 205
2023
Q3 		$1.33M Buy
+6,661
New +$1.49M 0.19% 177

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

Legato Capital Management's HSY Position: Q4 2024 in Review

Legato Capital Management sold out of Hershey (HSY) in Q4 2024, closing a stake of 5,105 shares — an estimated $979K sold.

Legato Capital Management first reported a position in HSY in Q3 2023 and held it in 5 quarters. The position peaked at $1.33M in Q3 2023. 1,343 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

  • Legato Capital Management reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
  • Legato Capital Management sold 5,105 Hershey shares in Q4 2024, an estimated $979K.
  • Legato Capital Management first reported a position in Hershey in Q3 2023 and held it in 5 quarters.
  • Legato Capital Management's Hershey position peaked at $1.33M in Q3 2023.
  • 1,343 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on Legato Capital Management's 13F filing for Q4 2024, filed 29 Jan 2025.