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Dumont & Blake Investment Advisors’s Hershey HSY Stock Holding History

Dumont & Blake Investment 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
2022
Q2 		– Sell
-1,751
Closed -$379K – 205
2022
Q1 		$379K Sell
1,751
-270
-13% -$54.8K 0.1% 165
2021
Q4 		$391K Sell
2,021
-14
-0.7% -$2.54K 0.1% 152
2021
Q3 		$344K Sell
2,035
-31
-2% -$5.48K 0.1% 151
2021
Q2 		$360K Buy
2,066
+40
+2% +$6.74K 0.1% 154
2021
Q1 		$320K Buy
2,026
+51
+3% +$7.68K 0.1% 157
2020
Q4 		$301K Buy
1,975
+35
+2% +$5.18K 0.1% 154
2020
Q3 		$278K Buy
1,940
+20
+1% +$2.84K 0.11% 150
2020
Q2 		$249K Buy
+1,920
New +$258K 0.1% 150
2020
Q1 		– Sell
-1,410
Closed -$207K – 181
2019
Q4 		$207K Hold
1,410
– – 0.08% 166
2019
Q3 		$219K Buy
+1,410
New +$213K 0.09% 160

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dumont & Blake Investment Advisors's HSY Position: Q2 2022 in Review

Dumont & Blake Investment Advisors sold out of Hershey (HSY) in Q2 2022, closing a stake of 1,751 shares — an estimated $379K sold.

Dumont & Blake Investment Advisors first reported a position in HSY in Q3 2019 and held it in 10 quarters. The position peaked at $391K in Q4 2021. 1,210 funds tracked by Wall St. Rank hold HSY as of Q2 2022.

  • Dumont & Blake Investment Advisors reported no remaining Hershey position as of Q2 2022 after selling out during the quarter.
  • Dumont & Blake Investment Advisors sold 1,751 Hershey shares in Q2 2022, an estimated $379K.
  • Dumont & Blake Investment Advisors first reported a position in Hershey in Q3 2019 and held it in 10 quarters.
  • Dumont & Blake Investment Advisors's Hershey position peaked at $391K in Q4 2021.
  • 1,210 funds tracked by Wall St. Rank held Hershey as of Q2 2022.

Based on Dumont & Blake Investment Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.