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Domani Wealth’s Hershey HSY Stock Holding History

Domani 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 		$748K Sell
2,939
-121
-4% -$28.4K 0.17% 60
2022
Q4 		$709K Sell
3,060
-445
-13% -$103K 0.18% 61
2022
Q3 		$773K Buy
3,505
+1
+0% +$224 0.23% 47
2022
Q2 		$754K Sell
3,504
-150
-4% -$32.7K 0.21% 52
2022
Q1 		$792K Hold
3,654
– – 0.17% 58
2021
Q4 		$707K Sell
3,654
-550
-13% -$99.6K 0.14% 60
2021
Q3 		$712K Hold
4,204
– – 0.15% 54
2021
Q2 		$732K Sell
4,204
-800
-16% -$135K 0.15% 54
2021
Q1 		$791K Sell
5,004
-22
-0.4% -$3.31K 0.15% 51
2020
Q4 		$766K Sell
5,026
-183
-4% -$27.1K 0.16% 52
2020
Q3 		$747K Sell
5,209
-21
-0.4% -$2.98K 0.16% 54
2020
Q2 		$678K Sell
5,230
-451
-8% -$60.6K 0.16% 60
2020
Q1 		$753K Buy
5,681
+53
+0.9% +$7.82K 0.2% 53
2019
Q4 		$827K Buy
5,628
+3
+0.1% +$445 0.27% 41
2019
Q3 		$872K Buy
5,625
+103
+2% +$15.6K 0.32% 38
2019
Q2 		$740K Buy
5,522
+3
+0.1% +$381 0.28% 43
2019
Q1 		$634K Buy
5,519
+4
+0.1% +$436 0.26% 48
2018
Q4 		$591K Sell
5,515
-1,141
-17% -$121K 0.28% 46
2018
Q3 		$679K Buy
6,656
+4
+0.1% +$395 0.29% 41
2018
Q2 		$619K Buy
6,652
+551
+9% +$51.4K 0.28% 44
2018
Q1 		$604K Hold
6,101
– – 0.26% 46
2017
Q4 		$693K Sell
6,101
-356
-6% -$39.2K 0.3% 44
2017
Q3 		$705K Hold
6,457
– – 0.3% 45
2017
Q2 		$693K Hold
6,457
– – 0.29% 50
2017
Q1 		$705K Sell
6,457
-2,587
-29% -$277K 0.29% 52
2016
Q4 		$935K Hold
9,044
– – 0.38% 45
2016
Q3 		$865K Buy
9,044
+3,240
+56% +$343K 0.33% 48
2016
Q2 		$659K Sell
5,804
-522
-8% -$48.9K 0.26% 58
2016
Q1 		$583K Buy
6,326
+4
+0.1% +$357 0.22% 70
2015
Q4 		$564K Buy
+6,322
New +$567K 0.22% 68

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Domani Wealth's HSY Position: Q1 2023 in Review

Domani Wealth reduced its Hershey (HSY) stake by 4% in Q1 2023, selling an estimated $28.4K and leaving 2,939 shares worth $748K. The position accounts for 0.17% of the portfolio, ranked #60.

Domani Wealth first reported a position in HSY in Q4 2015 and has held it in 30 quarters since. The position peaked at $935K in Q4 2016. 1,334 funds tracked by Wall St. Rank hold HSY as of Q1 2023.

  • Domani Wealth held 2,939 shares of Hershey worth $748K as of Q1 2023.
  • Domani Wealth sold 121 Hershey shares in Q1 2023, an estimated $28.4K.
  • Hershey made up 0.17% of Domani Wealth's portfolio in Q1 2023, its #60 holding.
  • Domani Wealth first reported a position in Hershey in Q4 2015 and has held it in 30 quarters since.
  • Domani Wealth's Hershey position peaked at $935K in Q4 2016.
  • 1,334 funds tracked by Wall St. Rank held Hershey as of Q1 2023.

Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.