Burleson & Co’s Hershey HSY Stock Holding History

Burleson & Co’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 Q4	$6.4K	Hold	28	–	–	﹤0.01%	290
2022 Q3	$6K	Sell	28 -7	-20%	-$1.57K	﹤0.01%	304
2022 Q2	$8K	Buy	35 +8	+30%	+$1.74K	﹤0.01%	277
2022 Q1	$6K	Hold	27	–	–	﹤0.01%	290
2021 Q4	$5K	Hold	27	–	–	﹤0.01%	291
2021 Q3	$5K	Hold	27	–	–	﹤0.01%	286
2021 Q2	$5K	Hold	27	–	–	﹤0.01%	293
2021 Q1	$4K	Buy	+27	New	+$4.07K	﹤0.01%	294

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

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

Norges Bank Oslo, Norway $935B AUM

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

Burleson & Co's HSY Position: Q4 2022 in Review

Burleson & Co held its Hershey (HSY) position steady in Q4 2022 at 28 shares worth $6.4K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

Burleson & Co first reported a position in HSY in Q1 2021 and has held it in 8 quarters since. The position peaked at $8K in Q2 2022. 1,294 funds tracked by Wall St. Rank hold HSY as of Q4 2022.

Burleson & Co held 28 shares of Hershey worth $6.4K as of Q4 2022.
Burleson & Co left its Hershey share count unchanged in Q4 2022.
Hershey made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #290 holding.
Burleson & Co first reported a position in Hershey in Q1 2021 and has held it in 8 quarters since.
Burleson & Co's Hershey position peaked at $8K in Q2 2022.
1,294 funds tracked by Wall St. Rank held Hershey as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.