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Boston Financial Management’s Hershey HSY Stock Holding History

Boston Financial 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
-1,183
Closed -$229K – 290
2021
Q4 		$229K Sell
1,183
-1,599
-57% -$290K 0.01% 246
2021
Q3 		$471K Sell
2,782
-315
-10% -$55.7K 0.02% 190
2021
Q2 		$539K Sell
3,097
-1,624
-34% -$273K 0.02% 173
2021
Q1 		$747K Sell
4,721
-55,392
-92% -$8.34M 0.03% 141
2020
Q4 		$9.16M Sell
60,113
-1,354
-2% -$200K 0.42% 60
2020
Q3 		$8.81M Sell
61,467
-5,959
-9% -$845K 0.43% 59
2020
Q2 		$8.74M Sell
67,426
-1,785
-3% -$240K 0.47% 58
2020
Q1 		$9.17M Sell
69,211
-14,145
-17% -$2.09M 0.59% 50
2019
Q4 		$12.3M Sell
83,356
-35,315
-30% -$5.24M 0.67% 50
2019
Q3 		$18.4M Sell
118,671
-2,126
-2% -$321K 1.05% 33
2019
Q2 		$16.2M Buy
120,797
+1,281
+1% +$163K 0.94% 38
2019
Q1 		$13.7M Buy
119,516
+16,066
+16% +$1.75M 0.83% 42
2018
Q4 		$11.1M Sell
103,450
-1,740
-2% -$185K 0.77% 47
2018
Q3 		$10.7M Sell
105,190
-7,917
-7% -$783K 0.63% 54
2018
Q2 		$10.5M Sell
113,107
-7,986
-7% -$745K 0.71% 53
2018
Q1 		$12M Sell
121,093
-3,115
-3% -$322K 0.82% 45
2017
Q4 		$14.1M Buy
124,208
+3,232
+3% +$356K 0.94% 36
2017
Q3 		$13.2M Buy
120,976
+3,697
+3% +$394K 0.94% 37
2017
Q2 		$12.6M Buy
117,279
+4,998
+4% +$551K 0.9% 34
2017
Q1 		$12.3M Buy
112,281
+7,688
+7% +$824K 0.91% 31
2016
Q4 		$10.8M Buy
104,593
+24,875
+31% +$2.46M 0.85% 33
2016
Q3 		$7.62M Buy
+79,718
New +$8.43M 0.62% 54

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Boston Financial Management's HSY Position: Q1 2022 in Review

Boston Financial Management sold out of Hershey (HSY) in Q1 2022, closing a stake of 1,183 shares — an estimated $229K sold.

Boston Financial Management first reported a position in HSY in Q3 2016 and held it in 22 quarters. The position peaked at $18.4M in Q3 2019. 1,192 funds tracked by Wall St. Rank hold HSY as of Q1 2022.

  • Boston Financial Management reported no remaining Hershey position as of Q1 2022 after selling out during the quarter.
  • Boston Financial Management sold 1,183 Hershey shares in Q1 2022, an estimated $229K.
  • Boston Financial Management first reported a position in Hershey in Q3 2016 and held it in 22 quarters.
  • Boston Financial Management's Hershey position peaked at $18.4M in Q3 2019.
  • 1,192 funds tracked by Wall St. Rank held Hershey as of Q1 2022.

Based on Boston Financial Management's 13F filing for Q1 2022, filed 13 May 2022.