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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return

Longfellow Investment Management's HSY Position: Q3 2025 in Review

Longfellow Investment Management sold out of Hershey (HSY) in Q3 2025, closing a stake of 11 shares — an estimated $1.82K sold.

Longfellow Investment Management first reported a position in HSY in Q4 2020 and held it in 15 quarters. The position peaked at $1.1M in Q4 2020. 1,359 funds tracked by Wall St. Rank hold HSY as of Q3 2025.

  • Longfellow Investment Management reported no remaining Hershey position as of Q3 2025 after selling out during the quarter.
  • Longfellow Investment Management sold 11 Hershey shares in Q3 2025, an estimated $1.82K.
  • Longfellow Investment Management first reported a position in Hershey in Q4 2020 and held it in 15 quarters.
  • Longfellow Investment Management's Hershey position peaked at $1.1M in Q4 2020.
  • 1,359 funds tracked by Wall St. Rank held Hershey as of Q3 2025.

Based on Longfellow Investment Management's 13F filing for Q3 2025, filed 12 Nov 2025.