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AMJ Financial Wealth Management’s Hershey HSY Stock Holding History

AMJ Financial 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
2023
Q3 		– Sell
-27,198
Closed -$6.79M – 70
2023
Q2 		$6.79M Buy
27,198
+5,995
+28% +$1.57M 2.98% 11
2023
Q1 		$5.39M Sell
21,203
-11,655
-35% -$2.74M 3.47% 10
2022
Q4 		$7.61M Buy
32,858
+1,082
+3% +$249K 4.5% 7
2022
Q3 		$7.01M Buy
31,776
+272
+0.9% +$61K 4.55% 5
2022
Q2 		$6.78M Buy
+31,504
New +$6.87M 5.72% 6

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

AMJ Financial Wealth Management's HSY Position: Q3 2023 in Review

AMJ Financial Wealth Management sold out of Hershey (HSY) in Q3 2023, closing a stake of 27,198 shares — an estimated $6.79M sold.

AMJ Financial Wealth Management first reported a position in HSY in Q2 2022 and held it in 5 quarters. The position peaked at $7.61M in Q4 2022. 1,297 funds tracked by Wall St. Rank hold HSY as of Q3 2023.

  • AMJ Financial Wealth Management reported no remaining Hershey position as of Q3 2023 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 27,198 Hershey shares in Q3 2023, an estimated $6.79M.
  • AMJ Financial Wealth Management first reported a position in Hershey in Q2 2022 and held it in 5 quarters.
  • AMJ Financial Wealth Management's Hershey position peaked at $7.61M in Q4 2022.
  • 1,297 funds tracked by Wall St. Rank held Hershey as of Q3 2023.

Based on AMJ Financial Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.