Barrett Asset Management’s Hershey HSY Stock Holding History

Barrett 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
2022 Q1	–	Sell	-348	Closed	-$67K	–	326
2021 Q4	$67K	Buy	348 +3	+0.9%	+$543	﹤0.01%	352
2021 Q3	$58K	Hold	345	–	–	﹤0.01%	297
2021 Q2	$60K	Hold	345	–	–	﹤0.01%	293
2021 Q1	$55K	Sell	345 -350	-50%	-$52.7K	﹤0.01%	291
2020 Q4	$106K	Hold	695	–	–	0.01%	214
2020 Q3	$100K	Hold	695	–	–	0.01%	206
2020 Q2	$90K	Hold	695	–	–	0.01%	202
2020 Q1	$92K	Hold	695	–	–	0.01%	176
2019 Q4	$102K	Buy	+695	New	+$103K	0.01%	196
2016 Q2	–	Sell	-19	Closed	-$2K	–	360
2016 Q1	$2K	Hold	19	–	–	﹤0.01%	384
2015 Q4	$2K	Buy	+19	New	+$1.7K	﹤0.01%	318

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barrett Asset Management's HSY Position: Q1 2022 in Review

Barrett Asset Management sold out of Hershey (HSY) in Q1 2022, closing a stake of 348 shares — an estimated $67K sold.

Barrett Asset Management first reported a position in HSY in Q4 2015 and held it in 11 quarters. The position peaked at $106K in Q4 2020. 1,191 funds tracked by Wall St. Rank hold HSY as of Q1 2022.

Barrett Asset Management reported no remaining Hershey position as of Q1 2022 after selling out during the quarter.
Barrett Asset Management sold 348 Hershey shares in Q1 2022, an estimated $67K.
Barrett Asset Management first reported a position in Hershey in Q4 2015 and held it in 11 quarters.
Barrett Asset Management's Hershey position peaked at $106K in Q4 2020.
1,191 funds tracked by Wall St. Rank held Hershey as of Q1 2022.

Based on Barrett Asset Management's 13F filing for Q1 2022, filed 16 May 2022.