Heritage Financial Services’s Hershey HSY Stock Holding History

Heritage Financial Services’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
2022 Q3	–	Sell	-301	Closed	-$64K	–	242
2022 Q2	$64K	Buy	+301	New	+$65.6K	0.04%	146

Other funds holding HSY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heritage Financial Services's HSY Position: Q3 2022 in Review

Heritage Financial Services sold out of Hershey (HSY) in Q3 2022, closing a stake of 301 shares — an estimated $64K sold.

Heritage Financial Services first reported a position in HSY in Q2 2022 and held it in 1 quarter. The position peaked at $64K in Q2 2022. 1,227 funds tracked by Wall St. Rank hold HSY as of Q3 2022.

Heritage Financial Services reported no remaining Hershey position as of Q3 2022 after selling out during the quarter.
Heritage Financial Services sold 301 Hershey shares in Q3 2022, an estimated $64K.
Heritage Financial Services first reported a position in Hershey in Q2 2022 and held it in 1 quarter.
Heritage Financial Services's Hershey position peaked at $64K in Q2 2022.
1,227 funds tracked by Wall St. Rank held Hershey as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.