Longfellow Investment Management’s Hershey HSY Stock Holding History

Longfellow Investment 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
2025 Q3	–	Sell	-11	Closed	-$1.82K	–	280
2025 Q2	$1.82K	Hold	11	–	–	﹤0.01%	228
2025 Q1	$1.88K	Sell	11 -1,583	-99%	-$259K	﹤0.01%	227
2024 Q4	$270K	Sell	1,594 -100	-6%	-$17.9K	0.07%	129
2024 Q3	$325K	Buy	1,694 +9	+0.5%	+$1.75K	0.08%	125
2024 Q2	$310K	Buy	1,685 +653	+63%	+$126K	0.08%	121
2024 Q1	$201K	Buy	1,032 +1,021	+9,282%	+$197K	0.05%	147
2023 Q4	$2.05K	Hold	11	–	–	﹤0.01%	203
2023 Q3	$2.2K	Buy	+11	New	+$2.46K	﹤0.01%	190
2022 Q4	–	Sell	-4	Closed	-$1K	–	301
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	310
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	337
2022 Q1	$1K	Sell	4 -1	-20%	-$203	﹤0.01%	368
2021 Q4	$1K	Buy	+5	New	+$905	﹤0.01%	370
2021 Q3	–	Sell	-4	Closed	-$1K	–	440
2021 Q2	$1K	Sell	4 -6,262	-100%	-$1.05M	﹤0.01%	414
2021 Q1	$992K	Sell	6,266 -932	-13%	-$140K	0.12%	170
2020 Q4	$1.1M	Buy	+7,198	New	+$1.07M	0.13%	151

Other funds holding HSY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return