Mid Atlantic Financial Management’s Hershey HSY Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$326K	Buy	1,928 +100	+5%	+$17.7K	0.02%	627
2021 Q2	$318K	Buy	1,828 +61	+3%	+$10.3K	0.02%	643
2021 Q1	$279K	Sell	1,767 -40	-2%	-$6.02K	0.02%	656
2020 Q4	$275K	Buy	1,807 +62	+4%	+$9.17K	0.02%	614
2020 Q3	$261K	Sell	1,745 -128	-7%	-$18.2K	0.02%	572
2020 Q2	$243K	Buy	1,873 +43	+2%	+$5.78K	0.02%	554
2020 Q1	$242K	Buy	1,830 +61	+3%	+$9K	0.03%	512
2019 Q4	$260K	Buy	1,769 +4	+0.2%	+$593	0.02%	568
2019 Q3	$274K	Sell	1,765 -689	-28%	-$104K	0.03%	534
2019 Q2	$329K	Sell	2,454 -214	-8%	-$27.2K	0.03%	491
2019 Q1	$306K	Buy	2,668 +77	+3%	+$8.38K	0.03%	504
2018 Q4	$278K	Buy	+2,591	New	+$275K	0.03%	487

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

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

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

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

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

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

Mid Atlantic Financial Management's HSY Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Hershey (HSY) stake by 5.5% in Q3 2021, buying an estimated $17.7K and bringing the position to 1,928 shares worth $326K. The position accounts for 0.02% of the portfolio, ranked #627.

Mid Atlantic Financial Management first reported a position in HSY in Q4 2018 and has held it in 12 quarters since. The position peaked at $329K in Q2 2019. 1,038 funds tracked by Wall St. Rank hold HSY as of Q3 2021.

Mid Atlantic Financial Management held 1,928 shares of Hershey worth $326K as of Q3 2021.
Mid Atlantic Financial Management bought 100 Hershey shares in Q3 2021, an estimated $17.7K.
Hershey made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #627 holding.
Mid Atlantic Financial Management first reported a position in Hershey in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's Hershey position peaked at $329K in Q2 2019.
1,038 funds tracked by Wall St. Rank held Hershey as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.