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Goodwin Investment Advisory’s Hershey HSY Stock Holding History

Goodwin Investment Advisory’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
2023
Q1 		– Sell
-339
Closed -$78.5K – 149
2022
Q4 		$78.5K Hold
339
– – 0.06% 68
2022
Q3 		$75K Buy
+339
New +$76K 0.06% 70
2022
Q2 		– Sell
-325
Closed -$70K – 197
2022
Q1 		$70K Buy
+325
New +$66K 0.05% 66

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goodwin Investment Advisory's HSY Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of Hershey (HSY) in Q1 2023, closing a stake of 339 shares — an estimated $78.5K sold.

Goodwin Investment Advisory first reported a position in HSY in Q1 2022 and held it in 3 quarters. The position peaked at $78.5K in Q4 2022. 1,333 funds tracked by Wall St. Rank hold HSY as of Q1 2023.

  • Goodwin Investment Advisory reported no remaining Hershey position as of Q1 2023 after selling out during the quarter.
  • Goodwin Investment Advisory sold 339 Hershey shares in Q1 2023, an estimated $78.5K.
  • Goodwin Investment Advisory first reported a position in Hershey in Q1 2022 and held it in 3 quarters.
  • Goodwin Investment Advisory's Hershey position peaked at $78.5K in Q4 2022.
  • 1,333 funds tracked by Wall St. Rank held Hershey as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.