EWM
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Elmwood Wealth Management’s Hershey HSY Stock Holding History

Elmwood 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
Q3 		$0 Hold
4
– – ﹤0.01% 264
2020
Q2 		$0 Sell
4
-271
-99% -$36.4K ﹤0.01% 294
2020
Q1 		$27.2K Buy
+275
New +$40.6K 0.03% 150
2018
Q3 		– Sell
-275
Closed -$25.6K – 296
2018
Q2 		$25.6K Hold
275
– – 0.02% 156
2018
Q1 		$27.2K Buy
+275
New +$28.4K 0.03% 150

Other funds holding HSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Elmwood Wealth Management's HSY Position: Q3 2020 in Review

Elmwood Wealth Management held its Hershey (HSY) position steady in Q3 2020 at 4 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #264.

Elmwood Wealth Management first reported a position in HSY in Q1 2018 and has held it in 5 quarters since. The position peaked at $27.2K in Q1 2020. 925 funds tracked by Wall St. Rank hold HSY as of Q3 2020.

  • Elmwood Wealth Management held 4 shares of Hershey worth $0 as of Q3 2020.
  • Elmwood Wealth Management left its Hershey share count unchanged in Q3 2020.
  • Hershey made up ﹤0.01% of Elmwood Wealth Management's portfolio in Q3 2020, its #264 holding.
  • Elmwood Wealth Management first reported a position in Hershey in Q1 2018 and has held it in 5 quarters since.
  • Elmwood Wealth Management's Hershey position peaked at $27.2K in Q1 2020.
  • 925 funds tracked by Wall St. Rank held Hershey as of Q3 2020.

Based on Elmwood Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.