Connectus Wealth’s Hershey HSY Stock Holding History

Connectus Wealth’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
2023 Q1	–	Sell	-952	Closed	-$221K	–	448
2022 Q4	$221K	Buy	+952	New	+$219K	0.01%	403

Other funds holding HSY

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

BlackRock New York $5.72T AUM 30.48% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Connectus Wealth's HSY Position: Q1 2023 in Review

Connectus Wealth sold out of Hershey (HSY) in Q1 2023, closing a stake of 952 shares — an estimated $221K sold.

Connectus Wealth first reported a position in HSY in Q4 2022 and held it in 1 quarter. The position peaked at $221K in Q4 2022. 1,333 funds tracked by Wall St. Rank hold HSY as of Q1 2023.

Connectus Wealth reported no remaining Hershey position as of Q1 2023 after selling out during the quarter.
Connectus Wealth sold 952 Hershey shares in Q1 2023, an estimated $221K.
Connectus Wealth first reported a position in Hershey in Q4 2022 and held it in 1 quarter.
Connectus Wealth's Hershey position peaked at $221K in Q4 2022.
1,333 funds tracked by Wall St. Rank held Hershey as of Q1 2023.

Based on Connectus Wealth's 13F filing for Q1 2023, filed 11 May 2023.