BerganKDV Wealth Management’s Hershey HSY Stock Holding History

BerganKDV 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
2023 Q2	$541K	Sell	2,165 -763	-26%	-$200K	0.05%	162
2023 Q1	$745K	Sell	2,928 -736	-20%	-$173K	0.08%	149
2022 Q4	$849K	Sell	3,664 -609	-14%	-$140K	0.09%	136
2022 Q3	$942K	Buy	4,273 +1,223	+40%	+$274K	0.11%	123
2022 Q2	$656K	Sell	3,050 -107	-3%	-$23.3K	0.08%	152
2022 Q1	$684K	Sell	3,157 -32	-1%	-$6.5K	0.07%	160
2021 Q4	$617K	Buy	3,189 +154	+5%	+$27.9K	0.06%	173
2021 Q3	$514K	Buy	3,035 +149	+5%	+$26.3K	0.06%	175
2021 Q2	$503K	Buy	2,886 +21	+0.7%	+$3.54K	0.06%	174
2021 Q1	$453K	Buy	2,865 +16	+0.6%	+$2.41K	0.06%	175
2020 Q4	$434K	Buy	2,849 +81	+3%	+$12K	0.06%	170
2020 Q3	$397K	Buy	2,768 +213	+8%	+$30.2K	0.06%	170
2020 Q2	$331K	Buy	2,555 +2,458	+2,534%	+$330K	0.06%	185
2020 Q1	$13K	Buy	97 +94	+3,133%	+$13.9K	﹤0.01%	465
2019 Q4	$0	Buy	+3	New	+$445	﹤0.01%	954
2018 Q3	–	Sell	-200	Closed	-$19K	–	632
2018 Q2	$19K	Buy	+200	New	+$18.6K	﹤0.01%	434

Other funds holding HSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

HTC

Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BerganKDV Wealth Management's HSY Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Hershey (HSY) stake by 26% in Q2 2023, selling an estimated $200K and leaving 2,165 shares worth $541K. The position accounts for 0.05% of the portfolio, ranked #162.

BerganKDV Wealth Management first reported a position in HSY in Q2 2018 and has held it in 16 quarters since. The position peaked at $942K in Q3 2022. 1,354 funds tracked by Wall St. Rank hold HSY as of Q2 2023.

BerganKDV Wealth Management held 2,165 shares of Hershey worth $541K as of Q2 2023.
BerganKDV Wealth Management sold 763 Hershey shares in Q2 2023, an estimated $200K.
Hershey made up 0.05% of BerganKDV Wealth Management's portfolio in Q2 2023, its #162 holding.
BerganKDV Wealth Management first reported a position in Hershey in Q2 2018 and has held it in 16 quarters since.
BerganKDV Wealth Management's Hershey position peaked at $942K in Q3 2022.
1,354 funds tracked by Wall St. Rank held Hershey as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.