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Neo Ivy Capital Management’s Hershey HSY Stock Holding History

Neo Ivy 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
2025
Q3 		– Sell
-2,412
Closed -$400K – 454
2025
Q2 		$400K Buy
+2,412
New +$398K 0.13% 219
2024
Q3 		– Sell
-15,716
Closed -$2.89M – 327
2024
Q2 		$2.89M Buy
+15,716
New +$3.04M 0.57% 91
2023
Q4 		$192K Buy
+1,031
New +$195K 0.43% 77
2023
Q3 		– Sell
-4,809
Closed -$1.2M – 379
2023
Q2 		$1.2M Buy
+4,809
New +$1.26M 0.63% 31
2022
Q4 		$722K Buy
+3,120
New +$719K 0.49% 79
2021
Q4 		– Sell
-1,810
Closed -$235K – 515
2021
Q3 		$235K Buy
+1,810
New +$320K 0.27% 137
2021
Q2 		– Sell
-109
Closed -$17K – 517
2021
Q1 		$17K Sell
109
-1,716
-94% -$258K 0.02% 406
2020
Q4 		$278K Buy
1,825
+1,476
+423% +$218K 0.31% 110
2020
Q3 		$50K Sell
349
-1,461
-81% -$207K 0.05% 361
2020
Q2 		$235K Buy
1,810
+1,695
+1,474% +$228K 0.27% 137
2020
Q1 		$15K Buy
+115
New +$17K 0.02% 406

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $528B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return