Johnson & White Wealth Management’s Hershey HSY Stock Holding History

Johnson & White 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
2022 Q4	–	Sell	-2,382	Closed	-$525K	–	95
2022 Q3	$525K	Buy	+2,382	New	+$534K	0.59%	42

Other funds holding HSY

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

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

Johnson & White Wealth Management's HSY Position: Q4 2022 in Review

Johnson & White Wealth Management sold out of Hershey (HSY) in Q4 2022, closing a stake of 2,382 shares — an estimated $525K sold.

Johnson & White Wealth Management first reported a position in HSY in Q3 2022 and held it in 1 quarter. The position peaked at $525K in Q3 2022. 1,293 funds tracked by Wall St. Rank hold HSY as of Q4 2022.

Johnson & White Wealth Management reported no remaining Hershey position as of Q4 2022 after selling out during the quarter.
Johnson & White Wealth Management sold 2,382 Hershey shares in Q4 2022, an estimated $525K.
Johnson & White Wealth Management first reported a position in Hershey in Q3 2022 and held it in 1 quarter.
Johnson & White Wealth Management's Hershey position peaked at $525K in Q3 2022.
1,293 funds tracked by Wall St. Rank held Hershey as of Q4 2022.

Based on Johnson & White Wealth Management's 13F filing for Q4 2022, filed 18 Jan 2023.