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MPS Loria Financial Planners’s Hershey HSY Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-428
Closed -$67K – 318
2021
Q1 		$67K Hold
428
– – 0.03% 142
2020
Q4 		$65K Buy
428
+8
+2% +$1.18K 0.03% 145
2020
Q3 		$60K Hold
420
– – 0.03% 137
2020
Q2 		$54K Buy
+420
New +$56.5K 0.03% 138
2017
Q3 		– Sell
-320
Closed -$34K – 202
2017
Q2 		$34K Buy
+320
New +$35.3K 0.02% 185

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MPS Loria Financial Planners's HSY Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Hershey (HSY) in Q2 2021, closing a stake of 428 shares — an estimated $67K sold.

MPS Loria Financial Planners first reported a position in HSY in Q2 2017 and held it in 5 quarters. The position peaked at $67K in Q1 2021. 1,036 funds tracked by Wall St. Rank hold HSY as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Hershey position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 428 Hershey shares in Q2 2021, an estimated $67K.
  • MPS Loria Financial Planners first reported a position in Hershey in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Hershey position peaked at $67K in Q1 2021.
  • 1,036 funds tracked by Wall St. Rank held Hershey as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.