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Accretive Wealth Partners’s Hershey HSY Stock Holding History

Accretive Wealth Partners’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
2023
Q3 		– Sell
-845
Closed -$211K – 123
2023
Q2 		$211K Hold
845
– – 0.13% 111
2023
Q1 		$215K Buy
+845
New +$199K 0.14% 110
2022
Q4 		– Sell
-1,030
Closed -$227K – 111
2022
Q3 		$227K Hold
1,030
– – 0.17% 99
2022
Q2 		$222K Hold
1,030
– – 0.16% 102
2022
Q1 		$223K Buy
+1,030
New +$209K 0.14% 107

Other funds holding HSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Accretive Wealth Partners's HSY Position: Q3 2023 in Review

Accretive Wealth Partners sold out of Hershey (HSY) in Q3 2023, closing a stake of 845 shares — an estimated $211K sold.

Accretive Wealth Partners first reported a position in HSY in Q1 2022 and held it in 5 quarters. The position peaked at $227K in Q3 2022. 1,297 funds tracked by Wall St. Rank hold HSY as of Q3 2023.

  • Accretive Wealth Partners reported no remaining Hershey position as of Q3 2023 after selling out during the quarter.
  • Accretive Wealth Partners sold 845 Hershey shares in Q3 2023, an estimated $211K.
  • Accretive Wealth Partners first reported a position in Hershey in Q1 2022 and held it in 5 quarters.
  • Accretive Wealth Partners's Hershey position peaked at $227K in Q3 2022.
  • 1,297 funds tracked by Wall St. Rank held Hershey as of Q3 2023.

Based on Accretive Wealth Partners's 13F filing for Q3 2023, filed 6 Nov 2023.