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McElhenny Sheffield Capital Management’s Hershey HSY Stock Holding History

McElhenny Sheffield Capital 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 		– Sell
-4,115
Closed -$891K – 109
2022
Q1 		$891K Sell
4,115
-319
-7% -$64.8K 0.31% 42
2021
Q4 		$858K Buy
4,434
+157
+4% +$28.4K 0.32% 47
2021
Q3 		$724K Buy
+4,277
New +$756K 0.33% 50

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

McElhenny Sheffield Capital Management's HSY Position: Q2 2022 in Review

McElhenny Sheffield Capital Management sold out of Hershey (HSY) in Q2 2022, closing a stake of 4,115 shares — an estimated $891K sold.

McElhenny Sheffield Capital Management first reported a position in HSY in Q3 2021 and held it in 3 quarters. The position peaked at $891K in Q1 2022. 1,210 funds tracked by Wall St. Rank hold HSY as of Q2 2022.

  • McElhenny Sheffield Capital Management reported no remaining Hershey position as of Q2 2022 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 4,115 Hershey shares in Q2 2022, an estimated $891K.
  • McElhenny Sheffield Capital Management first reported a position in Hershey in Q3 2021 and held it in 3 quarters.
  • McElhenny Sheffield Capital Management's Hershey position peaked at $891K in Q1 2022.
  • 1,210 funds tracked by Wall St. Rank held Hershey as of Q2 2022.

Based on McElhenny Sheffield Capital Management's 13F filing for Q2 2022, filed 22 Jul 2022.