Aevitas Wealth Management’s Hershey HSY Stock Holding History

Aevitas Wealth 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
2022 Q4	$209K	Buy	+904	New	+$208K	0.12%	111
2019 Q2	–	Sell	-952	Closed	-$109K	–	193
2019 Q1	$109K	Buy	952 +5	+0.5%	+$544	0.1%	132
2018 Q4	$101K	Buy	947 +7	+0.7%	+$744	0.1%	131
2018 Q3	$96K	Buy	940 +105	+13%	+$10.4K	0.09%	142
2018 Q2	$78K	Buy	835 +6	+0.7%	+$559	0.08%	153
2018 Q1	$82K	Buy	829 +6	+0.7%	+$620	0.08%	146
2017 Q4	$93K	Buy	+823	New	+$90.5K	0.09%	140

Other funds holding HSY

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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aevitas Wealth Management's HSY Position: Q4 2022 in Review

Aevitas Wealth Management opened a new position in Hershey (HSY) in Q4 2022: 904 shares worth $209K. The stake represents 0.12% of the portfolio and ranks #111 among its holdings. This is a return to the name: Aevitas Wealth Management previously reported a position in HSY as recently as Q1 2019.

Aevitas Wealth Management first reported a position in HSY in Q4 2017 and has held it in 7 quarters since. 1,293 funds tracked by Wall St. Rank hold HSY as of Q4 2022.

Aevitas Wealth Management held 904 shares of Hershey worth $209K as of Q4 2022.
Hershey was a new Aevitas Wealth Management position in Q4 2022.
Hershey made up 0.12% of Aevitas Wealth Management's portfolio in Q4 2022, its #111 holding.
Aevitas Wealth Management first reported a position in Hershey in Q4 2017 and has held it in 7 quarters since.
1,293 funds tracked by Wall St. Rank held Hershey as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.