Laurel Wealth Advisors (California)’s Hershey HSY Stock Holding History

Laurel Wealth Advisors (California)’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	$1.14M	Buy	4,928 +1	+0%	+$231	0.11%	190
2022 Q3	$1.09M	Hold	4,927	–	–	0.12%	197
2022 Q2	$1.06M	Sell	4,927 -61	-1%	-$13.3K	0.11%	208
2022 Q1	$1.08M	Buy	4,988 +1,103	+28%	+$224K	0.09%	234
2021 Q4	$752K	Buy	+3,885	New	+$703K	0.06%	336
2021 Q3	–	Sell	-3,418	Closed	-$595K	–	475
2021 Q2	$595K	Sell	3,418 -5	-0.1%	-$842	0.08%	245
2021 Q1	$542K	Sell	3,423 -443	-11%	-$66.7K	0.08%	242
2020 Q4	$589K	Sell	3,866 -84	-2%	-$12.4K	0.09%	221
2020 Q3	$566K	Sell	3,950 -5	-0.1%	-$709	0.09%	209
2020 Q2	$513K	Sell	3,955 -3	-0.1%	-$403	0.09%	215
2020 Q1	$525K	Hold	3,958	–	–	0.12%	194
2019 Q4	$582K	Hold	3,958	–	–	0.1%	222
2019 Q3	$614K	Buy	+3,958	New	+$598K	0.11%	217

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

Laurel Wealth Advisors (California)'s HSY Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Hershey (HSY) stake by 0.02% in Q4 2022, buying an estimated $231 and bringing the position to 4,928 shares worth $1.14M. The position accounts for 0.11% of the portfolio, ranked #190.

Laurel Wealth Advisors (California) first reported a position in HSY in Q3 2019 and has held it in 13 quarters since. 1,293 funds tracked by Wall St. Rank hold HSY as of Q4 2022.

Laurel Wealth Advisors (California) held 4,928 shares of Hershey worth $1.14M as of Q4 2022.
Laurel Wealth Advisors (California) bought 1 Hershey share in Q4 2022, an estimated $231.
Hershey made up 0.11% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #190 holding.
Laurel Wealth Advisors (California) first reported a position in Hershey in Q3 2019 and has held it in 13 quarters since.
1,293 funds tracked by Wall St. Rank held Hershey as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.