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Angeles Wealth Management’s Hershey HSY Stock Holding History

Angeles 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
-8,593
Closed -$2.15M – 231
2023
Q2 		$2.15M Sell
8,593
-441
-5% -$116K 0.29% 37
2023
Q1 		$2.3M Sell
9,034
-503
-5% -$118K 0.34% 34
2022
Q4 		$2.21M Buy
9,537
+785
+9% +$181K 0.39% 34
2022
Q3 		$1.93M Buy
8,752
+737
+9% +$165K 0.38% 32
2022
Q2 		$1.73M Buy
8,015
+1,456
+22% +$317K 0.34% 36
2022
Q1 		$1.42M Buy
+6,559
New +$1.33M 0.27% 50

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

Angeles Wealth Management's HSY Position: Q3 2023 in Review

Angeles Wealth Management sold out of Hershey (HSY) in Q3 2023, closing a stake of 8,593 shares — an estimated $2.15M sold.

Angeles Wealth Management first reported a position in HSY in Q1 2022 and held it in 6 quarters. The position peaked at $2.3M in Q1 2023. 1,297 funds tracked by Wall St. Rank hold HSY as of Q3 2023.

  • Angeles Wealth Management reported no remaining Hershey position as of Q3 2023 after selling out during the quarter.
  • Angeles Wealth Management sold 8,593 Hershey shares in Q3 2023, an estimated $2.15M.
  • Angeles Wealth Management first reported a position in Hershey in Q1 2022 and held it in 6 quarters.
  • Angeles Wealth Management's Hershey position peaked at $2.3M in Q1 2023.
  • 1,297 funds tracked by Wall St. Rank held Hershey as of Q3 2023.

Based on Angeles Wealth Management's 13F filing for Q3 2023, filed 27 Oct 2023.