JWM
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Janiczek Wealth Management’s Hershey HSY Stock Holding History

Janiczek 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
2024
Q2 		$21.7K Sell
118
-183
-61% -$35.4K ﹤0.01% 544
2024
Q1 		$58.5K Buy
301
+18
+6% +$3.47K 0.01% 383
2023
Q4 		$52.8K Sell
283
-16
-5% -$3.03K 0.01% 381
2023
Q3 		$59.8K Sell
299
-85
-22% -$19K 0.02% 338
2023
Q2 		$95.9K Buy
384
+9
+2% +$2.36K 0.03% 227
2023
Q1 		$96.1K Sell
375
-552
-60% -$130K 0.03% 224
2022
Q4 		$208K Buy
927
+30
+3% +$6.92K 0.06% 117
2022
Q3 		$201K Buy
897
+112
+14% +$25.1K 0.07% 101
2022
Q2 		$179K Buy
785
+754
+2,432% +$164K 0.05% 118
2022
Q1 		$7K Hold
31
– – ﹤0.01% 621
2021
Q4 		$6K Hold
31
– – ﹤0.01% 670
2021
Q3 		$5K Sell
31
-5
-14% -$883 ﹤0.01% 693
2021
Q2 		$6K Sell
36
-2
-5% -$337 ﹤0.01% 635
2021
Q1 		$6K Sell
38
-16
-30% -$2.41K ﹤0.01% 609
2020
Q4 		$8K Buy
54
+48
+800% +$7.1K ﹤0.01% 505
2020
Q3 		$1K Buy
+6
New +$851 ﹤0.01% 576

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janiczek Wealth Management's HSY Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Hershey (HSY) stake by 61% in Q2 2024, selling an estimated $35.4K and leaving 118 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

Janiczek Wealth Management first reported a position in HSY in Q3 2020 and has held it in 16 quarters since. The position peaked at $208K in Q4 2022. 1,382 funds tracked by Wall St. Rank hold HSY as of Q2 2024.

  • Janiczek Wealth Management held 118 shares of Hershey worth $21.7K as of Q2 2024.
  • Janiczek Wealth Management sold 183 Hershey shares in Q2 2024, an estimated $35.4K.
  • Hershey made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #544 holding.
  • Janiczek Wealth Management first reported a position in Hershey in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's Hershey position peaked at $208K in Q4 2022.
  • 1,382 funds tracked by Wall St. Rank held Hershey as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.