Waratah Capital Advisors’s Hershey HSY Stock Holding History

Waratah Capital Advisors’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
2026 Q1	–	Sell	-31,500	Closed	-$5.73M	–	172
2025 Q4	$5.73M	Buy	+31,500	New	+$5.76M	0.19%	95

Other funds holding HSY

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Waratah Capital Advisors's HSY Position: Q2 2024 in Review

Waratah Capital Advisors sold out of Hershey (HSY) in Q2 2024, closing a stake of 4,012 shares — an estimated $780K sold.

Waratah Capital Advisors first reported a position in HSY in Q1 2024 and held it in 1 quarter. The position peaked at $780K in Q1 2024. 1,382 funds tracked by Wall St. Rank hold HSY as of Q2 2024.

Waratah Capital Advisors reported no remaining Hershey position as of Q2 2024 after selling out during the quarter.
Waratah Capital Advisors sold 4,012 Hershey shares in Q2 2024, an estimated $780K.
Waratah Capital Advisors first reported a position in Hershey in Q1 2024 and held it in 1 quarter.
Waratah Capital Advisors's Hershey position peaked at $780K in Q1 2024.
1,382 funds tracked by Wall St. Rank held Hershey as of Q2 2024.

Based on Waratah Capital Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.