BHWM
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Bar Harbor Wealth Management’s Hershey HSY Stock Holding History

Bar Harbor 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
2020
Q1 		– Sell
-2,613
Closed -$384K – 251
2019
Q4 		$384K Buy
+2,613
New +$387K 0.04% 215
2014
Q4 		– Sell
-3,115
Closed -$297K – 263
2014
Q3 		$297K Hold
3,115
– – 0.04% 221
2014
Q2 		$303K Sell
3,115
-20
-0.6% -$1.96K 0.04% 215
2014
Q1 		$327K Buy
3,135
+47
+2% +$4.81K 0.04% 209
2013
Q4 		$300K Sell
3,088
-42
-1% -$4.04K 0.04% 216
2013
Q3 		$289K Hold
3,130
– – 0.04% 212
2013
Q2 		$280K Buy
+3,130
New +$277K 0.04% 213

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Bar Harbor Wealth Management's HSY Position: Q1 2020 in Review

Bar Harbor Wealth Management sold out of Hershey (HSY) in Q1 2020, closing a stake of 2,613 shares — an estimated $384K sold.

Bar Harbor Wealth Management first reported a position in HSY in Q2 2013 and held it in 7 quarters. The position peaked at $384K in Q4 2019. 915 funds tracked by Wall St. Rank hold HSY as of Q1 2020.

  • Bar Harbor Wealth Management reported no remaining Hershey position as of Q1 2020 after selling out during the quarter.
  • Bar Harbor Wealth Management sold 2,613 Hershey shares in Q1 2020, an estimated $384K.
  • Bar Harbor Wealth Management first reported a position in Hershey in Q2 2013 and held it in 7 quarters.
  • Bar Harbor Wealth Management's Hershey position peaked at $384K in Q4 2019.
  • 915 funds tracked by Wall St. Rank held Hershey as of Q1 2020.

Based on Bar Harbor Wealth Management's 13F filing for Q1 2020, filed 14 May 2020.