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Neville Rodie & Shaw’s Hershey HSY Stock Holding History

Neville Rodie & Shaw’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
Q3 		– Sell
-1,200
Closed -$258K – 249
2022
Q2 		$258K Hold
1,200
– – 0.02% 226
2022
Q1 		$263K Hold
1,200
– – 0.02% 236
2021
Q4 		$232K Hold
1,200
– – 0.02% 248
2021
Q3 		$203K Hold
1,200
– – 0.02% 253
2021
Q2 		$209K Buy
+1,200
New +$202K 0.02% 251
2019
Q4 		– Sell
-1,300
Closed -$201K – 248
2019
Q3 		$201K Buy
+1,300
New +$196K 0.02% 232

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Neville Rodie & Shaw's HSY Position: Q3 2022 in Review

Neville Rodie & Shaw sold out of Hershey (HSY) in Q3 2022, closing a stake of 1,200 shares — an estimated $258K sold.

Neville Rodie & Shaw first reported a position in HSY in Q3 2019 and held it in 6 quarters. The position peaked at $263K in Q1 2022. 1,227 funds tracked by Wall St. Rank hold HSY as of Q3 2022.

  • Neville Rodie & Shaw reported no remaining Hershey position as of Q3 2022 after selling out during the quarter.
  • Neville Rodie & Shaw sold 1,200 Hershey shares in Q3 2022, an estimated $258K.
  • Neville Rodie & Shaw first reported a position in Hershey in Q3 2019 and held it in 6 quarters.
  • Neville Rodie & Shaw's Hershey position peaked at $263K in Q1 2022.
  • 1,227 funds tracked by Wall St. Rank held Hershey as of Q3 2022.

Based on Neville Rodie & Shaw's 13F filing for Q3 2022, filed 4 Oct 2022.