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Barber Financial Group’s Hershey HSY Stock Holding History

Barber Financial Group’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
2022
Q2 		– Sell
-1,506
Closed -$326K – 153
2022
Q1 		$326K Sell
1,506
-43
-3% -$8.73K 0.04% 107
2021
Q4 		$300K Buy
1,549
+62
+4% +$11.2K 0.04% 129
2021
Q3 		$252K Buy
1,487
+104
+8% +$18.4K 0.03% 142
2021
Q2 		$241K Buy
1,383
+55
+4% +$9.26K 0.03% 139
2021
Q1 		$210K Buy
+1,328
New +$200K 0.03% 136

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Barber Financial Group's HSY Position: Q2 2022 in Review

Barber Financial Group sold out of Hershey (HSY) in Q2 2022, closing a stake of 1,506 shares — an estimated $326K sold.

Barber Financial Group first reported a position in HSY in Q1 2021 and held it in 5 quarters. The position peaked at $326K in Q1 2022. 1,210 funds tracked by Wall St. Rank hold HSY as of Q2 2022.

  • Barber Financial Group reported no remaining Hershey position as of Q2 2022 after selling out during the quarter.
  • Barber Financial Group sold 1,506 Hershey shares in Q2 2022, an estimated $326K.
  • Barber Financial Group first reported a position in Hershey in Q1 2021 and held it in 5 quarters.
  • Barber Financial Group's Hershey position peaked at $326K in Q1 2022.
  • 1,210 funds tracked by Wall St. Rank held Hershey as of Q2 2022.

Based on Barber Financial Group's 13F filing for Q2 2022, filed 4 Aug 2022.