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ACG Wealth’s Hershey HSY Stock Holding History

ACG Wealth’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
2022
Q3 		– Sell
-264
Closed -$57K – 578
2022
Q2 		$57K Buy
+264
New +$57.5K 0.01% 419
2022
Q1 		– Sell
-2,689
Closed -$520K – 308
2021
Q4 		$520K Buy
2,689
+32
+1% +$5.79K 0.07% 208
2021
Q3 		$450K Buy
+2,657
New +$469K 0.06% 203
2020
Q4 		– Sell
-1,513
Closed -$217K – 326
2020
Q3 		$217K Buy
+1,513
New +$215K 0.03% 265

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ACG Wealth's HSY Position: Q3 2022 in Review

ACG Wealth sold out of Hershey (HSY) in Q3 2022, closing a stake of 264 shares — an estimated $57K sold.

ACG Wealth first reported a position in HSY in Q3 2020 and held it in 4 quarters. The position peaked at $520K in Q4 2021. 1,227 funds tracked by Wall St. Rank hold HSY as of Q3 2022.

  • ACG Wealth reported no remaining Hershey position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 264 Hershey shares in Q3 2022, an estimated $57K.
  • ACG Wealth first reported a position in Hershey in Q3 2020 and held it in 4 quarters.
  • ACG Wealth's Hershey position peaked at $520K in Q4 2021.
  • 1,227 funds tracked by Wall St. Rank held Hershey as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.