Monograph Wealth Advisors’s Hershey HSY Stock Holding History

Monograph Wealth Advisors’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 Q4	–	Sell	-1,050	Closed	-$210K	–	124
2023 Q3	$210K	Buy	+1,050	New	+$235K	0.04%	117

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

HTC

Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Monograph Wealth Advisors's HSY Position: Q4 2023 in Review

Monograph Wealth Advisors sold out of Hershey (HSY) in Q4 2023, closing a stake of 1,050 shares — an estimated $210K sold.

Monograph Wealth Advisors first reported a position in HSY in Q3 2023 and held it in 1 quarter. The position peaked at $210K in Q3 2023. 1,347 funds tracked by Wall St. Rank hold HSY as of Q4 2023.

Monograph Wealth Advisors reported no remaining Hershey position as of Q4 2023 after selling out during the quarter.
Monograph Wealth Advisors sold 1,050 Hershey shares in Q4 2023, an estimated $210K.
Monograph Wealth Advisors first reported a position in Hershey in Q3 2023 and held it in 1 quarter.
Monograph Wealth Advisors's Hershey position peaked at $210K in Q3 2023.
1,347 funds tracked by Wall St. Rank held Hershey as of Q4 2023.

Based on Monograph Wealth Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.