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Bellwether Advisors’s Hershey HSY Stock Holding History

Bellwether Advisors’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 		– Sell
-5,151
Closed -$1.19M – 507
2022
Q4 		$1.19M Buy
5,151
+5,140
+46,727% +$1.19M 0.35% 60
2022
Q3 		$2K Sell
11
-5,483
-100% -$1.23M ﹤0.01% 387
2022
Q2 		$1.18M Sell
5,494
-2,802
-34% -$611K 0.38% 57
2022
Q1 		$1.8M Buy
+8,296
New +$1.68M 0.54% 38
2021
Q4 		– Sell
-3,022
Closed -$511K – 579
2021
Q3 		$511K Buy
+3,022
New +$534K 0.17% 99

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bellwether Advisors's HSY Position: Q1 2023 in Review

Bellwether Advisors sold out of Hershey (HSY) in Q1 2023, closing a stake of 5,151 shares — an estimated $1.19M sold.

Bellwether Advisors first reported a position in HSY in Q3 2021 and held it in 5 quarters. The position peaked at $1.8M in Q1 2022. 1,333 funds tracked by Wall St. Rank hold HSY as of Q1 2023.

  • Bellwether Advisors reported no remaining Hershey position as of Q1 2023 after selling out during the quarter.
  • Bellwether Advisors sold 5,151 Hershey shares in Q1 2023, an estimated $1.19M.
  • Bellwether Advisors first reported a position in Hershey in Q3 2021 and held it in 5 quarters.
  • Bellwether Advisors's Hershey position peaked at $1.8M in Q1 2022.
  • 1,333 funds tracked by Wall St. Rank held Hershey as of Q1 2023.

Based on Bellwether Advisors's 13F filing for Q1 2023, filed 5 May 2023.