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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Neo Ivy Capital Management's HSY Position: Q3 2025 in Review

Neo Ivy Capital Management sold out of Hershey (HSY) in Q3 2025, closing a stake of 2,412 shares — an estimated $400K sold.

Neo Ivy Capital Management first reported a position in HSY in Q1 2020 and held it in 11 quarters. The position peaked at $2.89M in Q2 2024. 1,360 funds tracked by Wall St. Rank hold HSY as of Q3 2025.

Neo Ivy Capital Management reported no remaining Hershey position as of Q3 2025 after selling out during the quarter.
Neo Ivy Capital Management sold 2,412 Hershey shares in Q3 2025, an estimated $400K.
Neo Ivy Capital Management first reported a position in Hershey in Q1 2020 and held it in 11 quarters.
Neo Ivy Capital Management's Hershey position peaked at $2.89M in Q2 2024.
1,360 funds tracked by Wall St. Rank held Hershey as of Q3 2025.

Based on Neo Ivy Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.