Novem Group’s Hershey HSY Stock Holding History

Novem Group’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 Q2	–	Sell	-7,303	Closed	-$1.25M	–	420
2025 Q1	$1.25M	Buy	7,303 +1,414	+24%	+$231K	0.18%	101
2024 Q4	$997K	Buy	+5,889	New	+$1.06M	0.15%	114

Other funds holding HSY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HTC

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

Novem Group's HSY Position: Q2 2025 in Review

Novem Group sold out of Hershey (HSY) in Q2 2025, closing a stake of 7,303 shares — an estimated $1.25M sold.

Novem Group first reported a position in HSY in Q4 2024 and held it in 2 quarters. The position peaked at $1.25M in Q1 2025. 1,310 funds tracked by Wall St. Rank hold HSY as of Q2 2025.

Novem Group reported no remaining Hershey position as of Q2 2025 after selling out during the quarter.
Novem Group sold 7,303 Hershey shares in Q2 2025, an estimated $1.25M.
Novem Group first reported a position in Hershey in Q4 2024 and held it in 2 quarters.
Novem Group's Hershey position peaked at $1.25M in Q1 2025.
1,310 funds tracked by Wall St. Rank held Hershey as of Q2 2025.

Based on Novem Group's 13F filing for Q2 2025, filed 16 Jul 2025.