Optimum Investment Advisors’s Hershey HSY Stock Holding History

Optimum Investment 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
2022 Q4	–	Sell	-50	Closed	-$11K	–	793
2022 Q3	$11K	Hold	50	–	–	0.01%	575
2022 Q2	$11K	Hold	50	–	–	0.01%	595
2022 Q1	$11K	Hold	50	–	–	﹤0.01%	637
2021 Q4	$10K	Hold	50	–	–	﹤0.01%	678
2021 Q3	$8K	Hold	50	–	–	﹤0.01%	699
2021 Q2	$9K	Hold	50	–	–	﹤0.01%	757
2021 Q1	$8K	Hold	50	–	–	﹤0.01%	785
2020 Q4	$8K	Hold	50	–	–	﹤0.01%	749
2020 Q3	$7K	Hold	50	–	–	﹤0.01%	727
2020 Q2	$6K	Hold	50	–	–	﹤0.01%	735
2020 Q1	$7K	Hold	50	–	–	﹤0.01%	721
2019 Q4	$7K	Sell	50 -30	-38%	-$4.45K	﹤0.01%	814
2019 Q3	$12K	Hold	80	–	–	﹤0.01%	752
2019 Q2	$11K	Hold	80	–	–	﹤0.01%	772
2019 Q1	$9K	Hold	80	–	–	﹤0.01%	826
2018 Q4	$9K	Hold	80	–	–	﹤0.01%	774
2018 Q3	$8K	Hold	80	–	–	﹤0.01%	875
2018 Q2	$7K	Sell	80 -20	-20%	-$1.86K	﹤0.01%	891
2018 Q1	$10K	Buy	+100	New	+$10.3K	﹤0.01%	823
2015 Q1	$10K	Hold	100	–	–	﹤0.01%	801
2014 Q4	$10K	Sell	100 -420	-81%	-$40.9K	﹤0.01%	839
2014 Q3	$50K	Hold	520	–	–	0.02%	477
2014 Q2	$51K	Hold	520	–	–	0.02%	480
2014 Q1	$54K	Hold	520	–	–	0.02%	388
2013 Q4	$51K	Hold	520	–	–	0.02%	392
2013 Q3	$48K	Buy	+520	New	+$48.5K	0.02%	375

Other funds holding HSY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Optimum Investment Advisors's HSY Position: Q4 2022 in Review

Optimum Investment Advisors sold out of Hershey (HSY) in Q4 2022, closing a stake of 50 shares — an estimated $11K sold.

Optimum Investment Advisors first reported a position in HSY in Q3 2013 and held it in 26 quarters. The position peaked at $54K in Q1 2014. 1,292 funds tracked by Wall St. Rank hold HSY as of Q4 2022.

Optimum Investment Advisors reported no remaining Hershey position as of Q4 2022 after selling out during the quarter.
Optimum Investment Advisors sold 50 Hershey shares in Q4 2022, an estimated $11K.
Optimum Investment Advisors first reported a position in Hershey in Q3 2013 and held it in 26 quarters.
Optimum Investment Advisors's Hershey position peaked at $54K in Q1 2014.
1,292 funds tracked by Wall St. Rank held Hershey as of Q4 2022.

Based on Optimum Investment Advisors's 13F filing for Q4 2022, filed 5 Jan 2023.