BHWM
HSY icon

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 $5.7T 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return