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	–	458
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cahill Financial Advisors's HSY Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Hershey (HSY) in Q4 2021, closing a stake of 14 shares — an estimated $2K sold.

Cahill Financial Advisors first reported a position in HSY in Q4 2013 and held it in 12 quarters. The position peaked at $339K in Q2 2014. 1,137 funds tracked by Wall St. Rank hold HSY as of Q4 2021.

Cahill Financial Advisors reported no remaining Hershey position as of Q4 2021 after selling out during the quarter.
Cahill Financial Advisors sold 14 Hershey shares in Q4 2021, an estimated $2K.
Cahill Financial Advisors first reported a position in Hershey in Q4 2013 and held it in 12 quarters.
Cahill Financial Advisors's Hershey position peaked at $339K in Q2 2014.
1,137 funds tracked by Wall St. Rank held Hershey as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.