Princeton Portfolio Strategies Group’s Hershey HSY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
$847K Sell
4,862
-50
-1% -$8.42K 0.16% 101
2021
Q1
$777K Sell
4,912
-79
-2% -$11.9K 0.15% 106
2020
Q4
$760K Sell
4,991
-442
-8% -$65.4K 0.15% 108
2020
Q3
$779K Sell
5,433
-377
-6% -$53.5K 0.17% 102
2020
Q2
$753K Sell
5,810
-2
-0% -$269 0.18% 98
2020
Q1
$770K Hold
5,812
0.22% 87
2019
Q4
$854K Sell
5,812
-72
-1% -$10.7K 0.2% 97
2019
Q3
$912K Hold
5,884
0.23% 86
2019
Q2
$789K Sell
5,884
-142
-2% -$18K 0.2% 97
2019
Q1
$692K Hold
6,026
0.18% 105
2018
Q4
$646K Hold
6,026
0.2% 103
2018
Q3
$615K Hold
6,026
0.16% 113
2018
Q2
$561K Sell
6,026
-94
-2% -$8.77K 0.16% 112
2018
Q1
$606K Sell
6,120
-150
-2% -$15.5K 0.17% 113
2017
Q4
$712K Hold
6,270
0.19% 110
2017
Q3
$684K Hold
6,270
0.19% 116
2017
Q2
$673K Hold
6,270
0.19% 107
2017
Q1
$685K Hold
6,270
0.2% 103
2016
Q4
$649K Hold
6,270
0.2% 101
2016
Q3
$599K Sell
6,270
-200
-3% -$21.2K 0.19% 101
2016
Q2
$734K Hold
6,470
0.24% 94
2016
Q1
$596K Hold
6,470
0.2% 100
2015
Q4
$578K Buy
+6,470
New +$580K 0.21% 96

Other funds holding HSY

Princeton Portfolio Strategies Group's HSY Position: Q2 2021 in Review

Princeton Portfolio Strategies Group reduced its Hershey (HSY) stake by 1% in Q2 2021, selling an estimated $8.42K and leaving 4,862 shares worth $847K. The position accounts for 0.16% of the portfolio, ranked #101.

Princeton Portfolio Strategies Group first reported a position in HSY in Q4 2015 and has held it in 23 quarters since. The position peaked at $912K in Q3 2019. 1,034 funds tracked by Wall St. Rank hold HSY as of Q2 2021.

  • Princeton Portfolio Strategies Group held 4,862 shares of Hershey worth $847K as of Q2 2021.
  • Princeton Portfolio Strategies Group sold 50 Hershey shares in Q2 2021, an estimated $8.42K.
  • Hershey made up 0.16% of Princeton Portfolio Strategies Group's portfolio in Q2 2021, its #101 holding.
  • Princeton Portfolio Strategies Group first reported a position in Hershey in Q4 2015 and has held it in 23 quarters since.
  • Princeton Portfolio Strategies Group's Hershey position peaked at $912K in Q3 2019.
  • 1,034 funds tracked by Wall St. Rank held Hershey as of Q2 2021.

Based on Princeton Portfolio Strategies Group's 13F filing for Q2 2021, filed 2 Aug 2021.