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FormulaFolio Investments’s Hershey HSY Stock Holding History

FormulaFolio Investments’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
2021
Q2 		$8K Buy
+43
New +$7.24K ﹤0.01% 294
2021
Q1 		– Sell
-3,996
Closed -$602K – 311
2020
Q4 		$609K Buy
+3,996
New +$591K 0.01% 414
2019
Q2 		– Sell
-2,969
Closed -$341K – 331
2019
Q1 		$341K Buy
+2,969
New +$323K 0.01% 249

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FormulaFolio Investments's HSY Position: Q2 2021 in Review

FormulaFolio Investments opened a new position in Hershey (HSY) in Q2 2021: 43 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #294 among its holdings. This is a return to the name: FormulaFolio Investments previously reported a position in HSY as recently as Q4 2020.

FormulaFolio Investments first reported a position in HSY in Q1 2019 and has held it in 3 quarters since. The position peaked at $609K in Q4 2020. 1,034 funds tracked by Wall St. Rank hold HSY as of Q2 2021.

  • FormulaFolio Investments held 43 shares of Hershey worth $8K as of Q2 2021.
  • Hershey was a new FormulaFolio Investments position in Q2 2021.
  • Hershey made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #294 holding.
  • FormulaFolio Investments first reported a position in Hershey in Q1 2019 and has held it in 3 quarters since.
  • FormulaFolio Investments's Hershey position peaked at $609K in Q4 2020.
  • 1,034 funds tracked by Wall St. Rank held Hershey as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.