Dowling & Yahnke’s Hershey HSY Stock Holding History

Dowling & Yahnke’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
2022 Q3	$647K	Buy	2,937 +35	+1%	+$7.84K	0.03%	256
2022 Q2	$624K	Sell	2,902 -500	-15%	-$109K	0.03%	258
2022 Q1	$737K	Hold	3,402	–	–	0.03%	247
2021 Q4	$658K	Sell	3,402 -35	-1%	-$6.34K	0.03%	252
2021 Q3	$582K	Buy	3,437 +2,000	+139%	+$353K	0.03%	256
2021 Q2	$250K	Hold	1,437	–	–	0.01%	326
2021 Q1	$227K	Hold	1,437	–	–	0.02%	315
2020 Q4	$219K	Buy	+1,437	New	+$213K	0.02%	304
2020 Q1	–	Sell	-1,390	Closed	-$204K	–	325
2019 Q4	$204K	Sell	1,390 -15	-1%	-$2.22K	0.02%	295
2019 Q3	$218K	Buy	+1,405	New	+$212K	0.02%	290
2017 Q2	–	Sell	-2,017	Closed	-$220K	–	281
2017 Q1	$220K	Buy	+2,017	New	+$216K	0.02%	262

Other funds holding HSY

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dowling & Yahnke's HSY Position: Q3 2022 in Review

Dowling & Yahnke increased its Hershey (HSY) stake by 1.2% in Q3 2022, buying an estimated $7.84K and bringing the position to 2,937 shares worth $647K. The position accounts for 0.03% of the portfolio, ranked #256.

Dowling & Yahnke first reported a position in HSY in Q1 2017 and has held it in 11 quarters since. The position peaked at $737K in Q1 2022. 1,228 funds tracked by Wall St. Rank hold HSY as of Q3 2022.

Dowling & Yahnke held 2,937 shares of Hershey worth $647K as of Q3 2022.
Dowling & Yahnke bought 35 Hershey shares in Q3 2022, an estimated $7.84K.
Hershey made up 0.03% of Dowling & Yahnke's portfolio in Q3 2022, its #256 holding.
Dowling & Yahnke first reported a position in Hershey in Q1 2017 and has held it in 11 quarters since.
Dowling & Yahnke's Hershey position peaked at $737K in Q1 2022.
1,228 funds tracked by Wall St. Rank held Hershey as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.