Loveless Wealth Management’s Hershey HSY Stock Holding History

Loveless 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 Q2	$463K	Hold	2,150	–	–	0.3%	91
2022 Q1	$466K	Hold	2,150	–	–	0.26%	99
2021 Q4	$416K	Hold	2,150	–	–	0.23%	109
2021 Q3	$364K	Sell	2,150 -225	-9%	-$39.8K	0.22%	105
2021 Q2	$414K	Sell	2,375 -20	-0.8%	-$3.37K	0.25%	102
2021 Q1	$379K	Hold	2,395	–	–	0.25%	96
2020 Q4	$365K	Sell	2,395 -25	-1%	-$3.7K	0.27%	94
2020 Q3	$347K	Sell	2,420 -25	-1%	-$3.54K	0.29%	86
2020 Q2	$317K	Sell	2,445 -100	-4%	-$13.4K	0.3%	84
2020 Q1	$337K	Sell	2,545 -25	-1%	-$3.69K	0.4%	72
2019 Q4	$373K	Buy	+2,570	New	+$381K	0.32%	80

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Loveless Wealth Management's HSY Position: Q2 2022 in Review

Loveless Wealth Management held its Hershey (HSY) position steady in Q2 2022 at 2,150 shares worth $463K. The position accounts for 0.3% of the portfolio, ranked #91.

Loveless Wealth Management first reported a position in HSY in Q4 2019 and has held it in 11 quarters since. The position peaked at $466K in Q1 2022. 1,210 funds tracked by Wall St. Rank hold HSY as of Q2 2022.

Loveless Wealth Management held 2,150 shares of Hershey worth $463K as of Q2 2022.
Loveless Wealth Management left its Hershey share count unchanged in Q2 2022.
Hershey made up 0.3% of Loveless Wealth Management's portfolio in Q2 2022, its #91 holding.
Loveless Wealth Management first reported a position in Hershey in Q4 2019 and has held it in 11 quarters since.
Loveless Wealth Management's Hershey position peaked at $466K in Q1 2022.
1,210 funds tracked by Wall St. Rank held Hershey as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.