Lucia Wealth Services’s Hershey HSY Stock Holding History

Lucia Wealth Services’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
2020 Q3	$14.2M	Buy	99,155 +5,188	+6%	+$736K	3.33%	10
2020 Q2	$12.2M	Buy	93,967 +14,176	+18%	+$1.91M	3.22%	10
2020 Q1	$10.6M	Sell	79,791 -28,634	-26%	-$4.22M	3.5%	9
2019 Q4	$15.9M	Buy	108,425 +2,375	+2%	+$352K	4.89%	4
2019 Q3	$16.4M	Buy	106,050 +904	+0.9%	+$137K	5.47%	3
2019 Q2	$14.1M	Sell	105,146 -2,067	-2%	-$263K	4.85%	4
2019 Q1	$12.3M	Buy	107,213 +12,125	+13%	+$1.32M	4.22%	4
2018 Q4	$10.2M	Sell	95,088 -12,499	-12%	-$1.33M	4.79%	2
2018 Q3	$11M	Buy	107,587 +4,582	+4%	+$453K	3.42%	5
2018 Q2	$9.59M	Buy	103,005 +36,674	+55%	+$3.42M	4.2%	4
2018 Q1	$6.56M	Sell	66,331 -10,755	-14%	-$1.11M	2.13%	7
2017 Q4	$8.75M	Buy	+77,086	New	+$8.48M	3.87%	7

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lucia Wealth Services's HSY Position: Q3 2020 in Review

Lucia Wealth Services increased its Hershey (HSY) stake by 5.5% in Q3 2020, buying an estimated $736K and bringing the position to 99,155 shares worth $14.2M. The position accounts for 3.33% of the portfolio, ranked #10.

Lucia Wealth Services first reported a position in HSY in Q4 2017 and has held it in 12 quarters since. The position peaked at $16.4M in Q3 2019. 925 funds tracked by Wall St. Rank hold HSY as of Q3 2020.

Lucia Wealth Services held 99,155 shares of Hershey worth $14.2M as of Q3 2020.
Lucia Wealth Services bought 5,188 Hershey shares in Q3 2020, an estimated $736K.
Hershey made up 3.33% of Lucia Wealth Services's portfolio in Q3 2020, its #10 holding.
Lucia Wealth Services first reported a position in Hershey in Q4 2017 and has held it in 12 quarters since.
Lucia Wealth Services's Hershey position peaked at $16.4M in Q3 2019.
925 funds tracked by Wall St. Rank held Hershey as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.