GLLW
HSY icon

Graves Light Lenhart Wealth’s Hershey HSY Stock Holding History

Graves Light Lenhart Wealth’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
Q2 		– Sell
-49
Closed -$12.5K – 200
2023
Q1 		$12.5K Buy
+49
New +$11.5K ﹤0.01% 182
2022
Q3 		– Sell
-49
Closed -$11K – 342
2022
Q2 		$11K Hold
49
– – ﹤0.01% 474
2022
Q1 		$11K Hold
49
– – ﹤0.01% 521
2021
Q4 		$9K Hold
49
– – ﹤0.01% 612
2021
Q3 		$8K Hold
49
– – ﹤0.01% 590
2021
Q2 		$9K Hold
49
– – ﹤0.01% 572
2021
Q1 		$8K Hold
49
– – ﹤0.01% 595
2020
Q4 		$7K Buy
+49
New +$7.25K ﹤0.01% 587

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Graves Light Lenhart Wealth's HSY Position: Q2 2023 in Review

Graves Light Lenhart Wealth sold out of Hershey (HSY) in Q2 2023, closing a stake of 49 shares — an estimated $12.5K sold.

Graves Light Lenhart Wealth first reported a position in HSY in Q4 2020 and held it in 8 quarters. The position peaked at $12.5K in Q1 2023. 1,354 funds tracked by Wall St. Rank hold HSY as of Q2 2023.

  • Graves Light Lenhart Wealth reported no remaining Hershey position as of Q2 2023 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 49 Hershey shares in Q2 2023, an estimated $12.5K.
  • Graves Light Lenhart Wealth first reported a position in Hershey in Q4 2020 and held it in 8 quarters.
  • Graves Light Lenhart Wealth's Hershey position peaked at $12.5K in Q1 2023.
  • 1,354 funds tracked by Wall St. Rank held Hershey as of Q2 2023.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2023, filed 14 Aug 2023.