Eads & Heald Wealth Management’s Hershey HSY Stock Holding History

Eads & Heald Wealth Management’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
2020 Q2	–	Sell	-1,611	Closed	-$213K	–	122
2020 Q1	$213K	Sell	1,611 -115	-7%	-$17K	0.15%	118
2019 Q4	$254K	Hold	1,726	–	–	0.13%	124
2019 Q3	$268K	Hold	1,726	–	–	0.15%	118
2019 Q2	$231K	Sell	1,726 -200	-10%	-$25.4K	0.13%	122
2019 Q1	$221K	Hold	1,926	–	–	0.13%	125
2018 Q4	$206K	Buy	+1,926	New	+$205K	0.14%	122
2018 Q1	–	Sell	-1,946	Closed	-$221K	–	128
2017 Q4	$221K	Hold	1,946	–	–	0.13%	122
2017 Q3	$212K	Hold	1,946	–	–	0.13%	126
2017 Q2	$209K	Hold	1,946	–	–	0.13%	124
2017 Q1	$213K	Sell	1,946 -20	-1%	-$2.15K	0.14%	124
2016 Q4	$203K	Buy	+1,966	New	+$194K	0.14%	124
2016 Q3	–	Sell	-1,966	Closed	-$223K	–	133
2016 Q2	$223K	Buy	+1,966	New	+$184K	0.15%	122

Other funds holding HSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Eads & Heald Wealth Management's HSY Position: Q2 2020 in Review

Eads & Heald Wealth Management sold out of Hershey (HSY) in Q2 2020, closing a stake of 1,611 shares — an estimated $213K sold.

Eads & Heald Wealth Management first reported a position in HSY in Q2 2016 and held it in 12 quarters. The position peaked at $268K in Q3 2019. 913 funds tracked by Wall St. Rank hold HSY as of Q2 2020.

Eads & Heald Wealth Management reported no remaining Hershey position as of Q2 2020 after selling out during the quarter.
Eads & Heald Wealth Management sold 1,611 Hershey shares in Q2 2020, an estimated $213K.
Eads & Heald Wealth Management first reported a position in Hershey in Q2 2016 and held it in 12 quarters.
Eads & Heald Wealth Management's Hershey position peaked at $268K in Q3 2019.
913 funds tracked by Wall St. Rank held Hershey as of Q2 2020.

Based on Eads & Heald Wealth Management's 13F filing for Q2 2020, filed 29 Jul 2020.