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Delos Wealth Advisors’s Hershey HSY Stock Holding History

Delos Wealth 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
2023
Q4 		– Sell
-33
Closed -$7.09K – 362
2023
Q3 		$7.09K Hold
33
– – 0.01% 151
2023
Q2 		$8.24K Hold
33
– – 0.01% 144
2023
Q1 		$8.4K Hold
33
– – 0.01% 139
2022
Q4 		$7.64K Hold
33
– – 0.01% 155
2022
Q3 		$7K Hold
33
– – 0.01% 159
2022
Q2 		$7K Hold
33
– – 0.01% 161
2022
Q1 		$7K Hold
33
– – 0.01% 187
2021
Q4 		$6K Buy
+33
New +$5.97K 0.01% 279

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Delos Wealth Advisors's HSY Position: Q4 2023 in Review

Delos Wealth Advisors sold out of Hershey (HSY) in Q4 2023, closing a stake of 33 shares — an estimated $7.09K sold.

Delos Wealth Advisors first reported a position in HSY in Q4 2021 and held it in 8 quarters. The position peaked at $8.4K in Q1 2023. 1,347 funds tracked by Wall St. Rank hold HSY as of Q4 2023.

  • Delos Wealth Advisors reported no remaining Hershey position as of Q4 2023 after selling out during the quarter.
  • Delos Wealth Advisors sold 33 Hershey shares in Q4 2023, an estimated $7.09K.
  • Delos Wealth Advisors first reported a position in Hershey in Q4 2021 and held it in 8 quarters.
  • Delos Wealth Advisors's Hershey position peaked at $8.4K in Q1 2023.
  • 1,347 funds tracked by Wall St. Rank held Hershey as of Q4 2023.

Based on Delos Wealth Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.