Cascadia Advisory Services’s Hershey HSY Stock Holding History

Cascadia Advisory Services’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	$2.62M	Buy	15,468 +671	+5%	+$119K	0.53%	70
2021 Q2	$2.58M	Buy	14,797 +495	+3%	+$83.4K	0.56%	57
2021 Q1	$2.26M	Buy	+14,302	New	+$2.15M	0.5%	65
2020 Q3	$1.46M	Buy	+10,207	New	+$1.45M	0.41%	74

Other funds holding HSY

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cascadia Advisory Services's HSY Position: Q3 2021 in Review

Cascadia Advisory Services increased its Hershey (HSY) stake by 4.5% in Q3 2021, buying an estimated $119K and bringing the position to 15,468 shares worth $2.62M. The position accounts for 0.53% of the portfolio, ranked #70.

Cascadia Advisory Services first reported a position in HSY in Q3 2020 and has held it in 4 quarters since. 1,038 funds tracked by Wall St. Rank hold HSY as of Q3 2021.

Cascadia Advisory Services held 15,468 shares of Hershey worth $2.62M as of Q3 2021.
Cascadia Advisory Services bought 671 Hershey shares in Q3 2021, an estimated $119K.
Hershey made up 0.53% of Cascadia Advisory Services's portfolio in Q3 2021, its #70 holding.
Cascadia Advisory Services first reported a position in Hershey in Q3 2020 and has held it in 4 quarters since.
1,038 funds tracked by Wall St. Rank held Hershey as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.