RegentAtlantic Capital’s Hershey HSY Stock Holding History

RegentAtlantic Capital’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	$415K	Buy	1,881 +179	+11%	+$40.1K	0.01%	489
2022 Q2	$366K	Buy	1,702 +155	+10%	+$33.8K	0.01%	507
2022 Q1	$335K	Sell	1,547 -243	-14%	-$49.4K	0.01%	547
2021 Q4	$346K	Buy	1,790 +290	+19%	+$52.5K	0.01%	538
2021 Q3	$254K	Buy	1,500 +140	+10%	+$24.7K	0.01%	587
2021 Q2	$237K	Buy	+1,360	New	+$229K	0.01%	584
2015 Q1	–	Sell	-760	Closed	-$78.9K	–	586
2014 Q4	$78.9K	Sell	760 -1,948	-72%	-$190K	0.01%	498
2014 Q3	$258K	Buy	2,708 +2	+0.1%	+$185	0.02%	323
2014 Q2	$263K	Buy	2,706 +2	+0.1%	+$196	0.02%	314
2014 Q1	$282K	Buy	+2,704	New	+$277K	0.03%	300

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RegentAtlantic Capital's HSY Position: Q3 2022 in Review

RegentAtlantic Capital increased its Hershey (HSY) stake by 11% in Q3 2022, buying an estimated $40.1K and bringing the position to 1,881 shares worth $415K. The position accounts for 0.01% of the portfolio, ranked #489.

RegentAtlantic Capital first reported a position in HSY in Q1 2014 and has held it in 10 quarters since. 1,227 funds tracked by Wall St. Rank hold HSY as of Q3 2022.

RegentAtlantic Capital held 1,881 shares of Hershey worth $415K as of Q3 2022.
RegentAtlantic Capital bought 179 Hershey shares in Q3 2022, an estimated $40.1K.
Hershey made up 0.01% of RegentAtlantic Capital's portfolio in Q3 2022, its #489 holding.
RegentAtlantic Capital first reported a position in Hershey in Q1 2014 and has held it in 10 quarters since.
1,227 funds tracked by Wall St. Rank held Hershey as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.