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Lenox Wealth Advisors’s Hershey HSY Stock Holding History

Lenox Wealth Advisors’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
Q1 		$28K Hold
125
– – ﹤0.01% 334
2021
Q4 		$24K Hold
125
– – ﹤0.01% 365
2021
Q3 		$21K Buy
+125
New +$22.1K ﹤0.01% 349
2020
Q1 		– Sell
-2
Closed – – 849
2019
Q4 		$0 Buy
+2
New +$297 ﹤0.01% 766

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Lenox Wealth Advisors's HSY Position: Q1 2022 in Review

Lenox Wealth Advisors held its Hershey (HSY) position steady in Q1 2022 at 125 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Lenox Wealth Advisors first reported a position in HSY in Q4 2019 and has held it in 4 quarters since. 1,192 funds tracked by Wall St. Rank hold HSY as of Q1 2022.

  • Lenox Wealth Advisors held 125 shares of Hershey worth $28K as of Q1 2022.
  • Lenox Wealth Advisors left its Hershey share count unchanged in Q1 2022.
  • Hershey made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #334 holding.
  • Lenox Wealth Advisors first reported a position in Hershey in Q4 2019 and has held it in 4 quarters since.
  • 1,192 funds tracked by Wall St. Rank held Hershey as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.