MGO Private Wealth’s Hershey HSY Stock Holding History

MGO Private Wealth’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	-1,233	Closed	-$285K	–	87
2022 Q4	$285K	Hold	1,233	–	–	0.13%	96
2022 Q3	$272K	Buy	+1,233	New	+$276K	0.13%	102

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

MGO Private Wealth's HSY Position: Q1 2023 in Review

MGO Private Wealth sold out of Hershey (HSY) in Q1 2023, closing a stake of 1,233 shares — an estimated $285K sold.

MGO Private Wealth first reported a position in HSY in Q3 2022 and held it in 2 quarters. The position peaked at $285K in Q4 2022. 1,333 funds tracked by Wall St. Rank hold HSY as of Q1 2023.

MGO Private Wealth reported no remaining Hershey position as of Q1 2023 after selling out during the quarter.
MGO Private Wealth sold 1,233 Hershey shares in Q1 2023, an estimated $285K.
MGO Private Wealth first reported a position in Hershey in Q3 2022 and held it in 2 quarters.
MGO Private Wealth's Hershey position peaked at $285K in Q4 2022.
1,333 funds tracked by Wall St. Rank held Hershey as of Q1 2023.

Based on MGO Private Wealth's 13F filing for Q1 2023, filed 17 Apr 2023.