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Cahill Financial Advisors’s Hershey HSY Stock Holding History

Cahill Financial 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
Q4 		– Sell
-14
Closed -$2K – 462
2021
Q3 		$2K Buy
+14
New +$2.47K ﹤0.01% 784
2016
Q3 		– Sell
-2,690
Closed -$306K – 124
2016
Q2 		$306K Sell
2,690
-35
-1% -$3.28K 0.21% 96
2016
Q1 		$251K Sell
2,725
-100
-4% -$8.92K 0.19% 99
2015
Q4 		$253K Hold
2,825
– – 0.21% 89
2015
Q3 		$260K Sell
2,825
-387
-12% -$35.3K 0.21% 90
2015
Q2 		$286K Hold
3,212
– – 0.21% 86
2015
Q1 		$325K Hold
3,212
– – 0.25% 81
2014
Q4 		$334K Hold
3,212
– – 0.26% 82
2014
Q3 		$307K Sell
3,212
-260
-7% -$24.1K 0.25% 87
2014
Q2 		$339K Buy
3,472
+250
+8% +$24.5K 0.27% 86
2014
Q1 		$337K Hold
3,222
– – 0.29% 75
2013
Q4 		$314K Buy
+3,222
New +$310K 0.27% 83

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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