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Weiss Asset Management’s Hershey HSY Stock Holding History

Weiss Asset 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
-7,900
Closed -$1.31M – 694
2025
Q2 		$1.31M Buy
+7,900
New +$1.3M 0.02% 303
2025
Q1 		– Sell
-1,300
Closed -$220K – 487
2024
Q4 		$220K Buy
+1,300
New +$233K 0.01% 564
2024
Q1 		– Sell
-12,887
Closed -$2.4M – 400
2023
Q4 		$2.4M Buy
+12,887
New +$2.44M 0.17% 98
2023
Q3 		– Sell
-7,400
Closed -$1.85M – 222
2023
Q2 		$1.85M Buy
7,400
+2,200
+42% +$577K 0.23% 89
2023
Q1 		$1.32M Buy
+5,200
New +$1.22M 0.1% 161
2021
Q3 		– Sell
-9,123
Closed -$1.59M – 552
2021
Q2 		$1.59M Buy
+9,123
New +$1.54M 0.04% 327
2020
Q1 		– Sell
-1,691
Closed -$249K – 264
2019
Q4 		$249K Sell
1,691
-70
-4% -$10.4K 0.02% 194
2019
Q3 		$273K Buy
1,761
+207
+13% +$31.3K 0.03% 162
2019
Q2 		$208K Sell
1,554
-259
-14% -$32.9K 0.02% 227
2019
Q1 		$208K Buy
+1,813
New +$197K 0.02% 187

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