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Chesapeake Wealth Management’s Hershey HSY Stock Holding History

Chesapeake Wealth 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
2020
Q3 		– Sell
-1,742
Closed -$226K – 192
2020
Q2 		$226K Sell
1,742
-720
-29% -$96.8K 0.09% 186
2020
Q1 		$327K Sell
2,462
-168
-6% -$24.8K 0.15% 129
2019
Q4 		$386K Sell
2,630
-1,309
-33% -$194K 0.15% 136
2019
Q3 		$611K Buy
3,939
+1,187
+43% +$179K 0.25% 107
2019
Q2 		$369K Buy
+2,752
New +$350K 0.15% 141

Other funds holding HSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Chesapeake Wealth Management's HSY Position: Q3 2020 in Review

Chesapeake Wealth Management sold out of Hershey (HSY) in Q3 2020, closing a stake of 1,742 shares — an estimated $226K sold.

Chesapeake Wealth Management first reported a position in HSY in Q2 2019 and held it in 5 quarters. The position peaked at $611K in Q3 2019. 925 funds tracked by Wall St. Rank hold HSY as of Q3 2020.

  • Chesapeake Wealth Management reported no remaining Hershey position as of Q3 2020 after selling out during the quarter.
  • Chesapeake Wealth Management sold 1,742 Hershey shares in Q3 2020, an estimated $226K.
  • Chesapeake Wealth Management first reported a position in Hershey in Q2 2019 and held it in 5 quarters.
  • Chesapeake Wealth Management's Hershey position peaked at $611K in Q3 2019.
  • 925 funds tracked by Wall St. Rank held Hershey as of Q3 2020.

Based on Chesapeake Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.