Berman Capital Advisors’s Hershey HSY Stock Holding History

Berman Capital 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
2021 Q3	$25K	Hold	152	–	–	﹤0.01%	908
2021 Q2	$26K	Buy	152 +3	+2%	+$505	﹤0.01%	808
2021 Q1	$23K	Buy	149 +4	+3%	+$602	﹤0.01%	733
2020 Q4	$22K	Buy	145 +10	+7%	+$1.48K	0.01%	639
2020 Q3	$19K	Buy	135 +6	+5%	+$851	0.01%	599
2020 Q2	$15K	Sell	129 -11	-8%	-$1.48K	﹤0.01%	622
2020 Q1	$17K	Buy	140 +58	+71%	+$8.56K	0.01%	534
2019 Q4	$12K	Sell	82 -139	-63%	-$20.6K	﹤0.01%	676
2019 Q3	$33K	Hold	221	–	–	0.01%	383
2019 Q2	$28K	Buy	221 +140	+173%	+$17.8K	0.01%	423
2019 Q1	$9K	Buy	81 +35	+76%	+$3.81K	﹤0.01%	688
2018 Q4	$4K	Buy	+46	New	+$4.89K	﹤0.01%	741

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Berman Capital Advisors's HSY Position: Q3 2021 in Review

Berman Capital Advisors held its Hershey (HSY) position steady in Q3 2021 at 152 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #908.

Berman Capital Advisors first reported a position in HSY in Q4 2018 and has held it in 12 quarters since. The position peaked at $33K in Q3 2019. 1,038 funds tracked by Wall St. Rank hold HSY as of Q3 2021.

Berman Capital Advisors held 152 shares of Hershey worth $25K as of Q3 2021.
Berman Capital Advisors left its Hershey share count unchanged in Q3 2021.
Hershey made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #908 holding.
Berman Capital Advisors first reported a position in Hershey in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Hershey position peaked at $33K in Q3 2019.
1,038 funds tracked by Wall St. Rank held Hershey as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.