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Laidlaw Wealth Management’s Hershey HSY Stock Holding History

Laidlaw 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
2023
Q2 		– Sell
-1,634
Closed -$416K – 359
2023
Q1 		$416K Sell
1,634
-5
-0.3% -$1.18K 0.08% 219
2022
Q4 		$380K Buy
1,639
+279
+21% +$64.3K 0.08% 228
2022
Q3 		$300K Buy
+1,360
New +$305K 0.07% 236

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

Laidlaw Wealth Management's HSY Position: Q2 2023 in Review

Laidlaw Wealth Management sold out of Hershey (HSY) in Q2 2023, closing a stake of 1,634 shares — an estimated $416K sold.

Laidlaw Wealth Management first reported a position in HSY in Q3 2022 and held it in 3 quarters. The position peaked at $416K in Q1 2023. 1,354 funds tracked by Wall St. Rank hold HSY as of Q2 2023.

  • Laidlaw Wealth Management reported no remaining Hershey position as of Q2 2023 after selling out during the quarter.
  • Laidlaw Wealth Management sold 1,634 Hershey shares in Q2 2023, an estimated $416K.
  • Laidlaw Wealth Management first reported a position in Hershey in Q3 2022 and held it in 3 quarters.
  • Laidlaw Wealth Management's Hershey position peaked at $416K in Q1 2023.
  • 1,354 funds tracked by Wall St. Rank held Hershey as of Q2 2023.

Based on Laidlaw Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.