Baldrige Asset Management’s Hershey HSY Stock Holding History

Baldrige Asset 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 Q1	$141K	Hold	555	–	–	0.06%	127
2022 Q4	$129K	Hold	555	–	–	0.06%	125
2022 Q3	$122K	Hold	555	–	–	0.06%	125
2022 Q2	$119K	Hold	555	–	–	0.05%	127
2022 Q1	$120K	Hold	555	–	–	0.05%	130
2021 Q4	$107K	Hold	555	–	–	0.04%	133
2021 Q3	$94K	Hold	555	–	–	0.04%	132
2021 Q2	$97K	Buy	+555	New	+$93.5K	0.04%	132

Other funds holding HSY

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

BlackRock New York $5.72T AUM 30.48% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baldrige Asset Management's HSY Position: Q1 2023 in Review

Baldrige Asset Management held its Hershey (HSY) position steady in Q1 2023 at 555 shares worth $141K. The position accounts for 0.06% of the portfolio, ranked #127.

Baldrige Asset Management first reported a position in HSY in Q2 2021 and has held it in 8 quarters since. 1,333 funds tracked by Wall St. Rank hold HSY as of Q1 2023.

Baldrige Asset Management held 555 shares of Hershey worth $141K as of Q1 2023.
Baldrige Asset Management left its Hershey share count unchanged in Q1 2023.
Hershey made up 0.06% of Baldrige Asset Management's portfolio in Q1 2023, its #127 holding.
Baldrige Asset Management first reported a position in Hershey in Q2 2021 and has held it in 8 quarters since.
1,333 funds tracked by Wall St. Rank held Hershey as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.