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Greenhouse Wealth Management’s Hershey HSY Stock Holding History

Greenhouse 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
2021
Q1 		– Sell
-551
Closed -$84K – 78
2020
Q4 		$84K Buy
+551
New +$81.5K 0.08% 89

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

Greenhouse Wealth Management's HSY Position: Q1 2021 in Review

Greenhouse Wealth Management sold out of Hershey (HSY) in Q1 2021, closing a stake of 551 shares — an estimated $84K sold.

Greenhouse Wealth Management first reported a position in HSY in Q4 2020 and held it in 1 quarter. The position peaked at $84K in Q4 2020. 1,003 funds tracked by Wall St. Rank hold HSY as of Q1 2021.

  • Greenhouse Wealth Management reported no remaining Hershey position as of Q1 2021 after selling out during the quarter.
  • Greenhouse Wealth Management sold 551 Hershey shares in Q1 2021, an estimated $84K.
  • Greenhouse Wealth Management first reported a position in Hershey in Q4 2020 and held it in 1 quarter.
  • Greenhouse Wealth Management's Hershey position peaked at $84K in Q4 2020.
  • 1,003 funds tracked by Wall St. Rank held Hershey as of Q1 2021.

Based on Greenhouse Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.