Lee Financial’s Hershey HSY Stock Holding History

Lee Financial’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 Q1	–	Sell	-3	Closed	-$695	–	871
2022 Q4	$695	Sell	3 -14	-82%	-$3.23K	﹤0.01%	792
2022 Q3	$4K	Buy	17 +14	+467%	+$3.14K	﹤0.01%	571
2022 Q2	$1K	Buy	+3	New	+$654	﹤0.01%	790

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lee Financial's HSY Position: Q1 2023 in Review

Lee Financial sold out of Hershey (HSY) in Q1 2023, closing a stake of 3 shares — an estimated $695 sold.

Lee Financial first reported a position in HSY in Q2 2022 and held it in 3 quarters. The position peaked at $4K in Q3 2022. 1,333 funds tracked by Wall St. Rank hold HSY as of Q1 2023.

Lee Financial reported no remaining Hershey position as of Q1 2023 after selling out during the quarter.
Lee Financial sold 3 Hershey shares in Q1 2023, an estimated $695.
Lee Financial first reported a position in Hershey in Q2 2022 and held it in 3 quarters.
Lee Financial's Hershey position peaked at $4K in Q3 2022.
1,333 funds tracked by Wall St. Rank held Hershey as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.