Reilly Financial Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $39K | Hold |
200
| – | – | ﹤0.01% | 443 |
|
|
2021
Q3 | $34K | Sell |
200
-67
| -25% | -$11.8K | ﹤0.01% | 433 |
|
|
2021
Q2 | $47K | Hold |
267
| – | – | ﹤0.01% | 385 |
|
|
2021
Q1 | $42K | Hold |
267
| – | – | ﹤0.01% | 390 |
|
|
2020
Q4 | $41K | Hold |
267
| – | – | ﹤0.01% | 370 |
|
|
2020
Q3 | $38K | Hold |
267
| – | – | ﹤0.01% | 341 |
|
|
2020
Q2 | $35K | Hold |
267
| – | – | ﹤0.01% | 360 |
|
|
2020
Q1 | $35K | Hold |
267
| – | – | 0.01% | 349 |
|
|
2019
Q4 | $39K | Hold |
267
| – | – | ﹤0.01% | 369 |
|
|
2019
Q3 | $41K | Hold |
267
| – | – | 0.01% | 366 |
|
|
2019
Q2 | $36K | Hold |
267
| – | – | ﹤0.01% | 418 |
|
|
2019
Q1 | $31K | Hold |
267
| – | – | ﹤0.01% | 432 |
|
|
2018
Q4 | $29K | Sell |
267
-533
| -67% | -$56.7K | ﹤0.01% | 419 |
|
|
2018
Q3 | $82K | Hold |
800
| – | – | 0.01% | 274 |
|
|
2018
Q2 | $74K | Sell |
800
-20
| -2% | -$1.86K | 0.01% | 256 |
|
|
2018
Q1 | $81K | Buy |
820
+20
| +3% | +$2.07K | 0.01% | 244 |
|
|
2017
Q4 | $91K | Hold |
800
| – | – | 0.01% | 244 |
|
|
2017
Q3 | $87K | Hold |
800
| – | – | 0.01% | 232 |
|
|
2017
Q2 | $86K | Buy |
800
+230
| +40% | +$25.4K | 0.01% | 233 |
|
|
2017
Q1 | $62K | Buy |
570
+67
| +13% | +$7.18K | 0.01% | 265 |
|
|
2016
Q4 | $52K | Sell |
503
-150
| -23% | -$14.8K | 0.01% | 271 |
|
|
2016
Q3 | $62K | Hold |
653
| – | – | 0.01% | 246 |
|
|
2016
Q2 | $74K | Buy |
+653
| New | +$61.1K | 0.01% | 216 |
|
|
2015
Q4 | – | Sell |
-653
| Closed | -$58.6K | – | 1284 |
|
|
2015
Q3 | $60K | Hold |
653
| – | – | 0.01% | 358 |
|
|
2015
Q2 | $58K | Sell |
653
-110
| -14% | -$10.4K | 0.01% | 402 |
|
|
2015
Q1 | $77K | Sell |
763
-15
| -2% | -$1.56K | 0.01% | 322 |
|
|
2014
Q4 | $81K | Hold |
778
| – | – | 0.02% | 210 |
|
|
2014
Q3 | $74K | Sell |
778
-146
| -16% | -$13.5K | 0.02% | 211 |
|
|
2014
Q2 | $90K | Buy |
924
+15
| +2% | +$1.47K | 0.02% | 193 |
|
|
2014
Q1 | $95K | Hold |
909
| – | – | 0.02% | 178 |
|
|
2013
Q4 | $88K | Sell |
909
-119
| -12% | -$11.4K | 0.02% | 175 |
|
|
2013
Q3 | $95K | Sell |
1,028
-402
| -28% | -$37.5K | 0.03% | 143 |
|
|
2013
Q2 | $128K | Buy |
+1,430
| New | +$126K | 0.04% | 123 |
|
Other funds holding HSY
Reilly Financial Advisors's HSY Position: Q4 2021 in Review
Reilly Financial Advisors held its Hershey (HSY) position steady in Q4 2021 at 200 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #443.
Reilly Financial Advisors first reported a position in HSY in Q2 2013 and has held it in 33 quarters since. The position peaked at $128K in Q2 2013. 1,138 funds tracked by Wall St. Rank hold HSY as of Q4 2021.
- Reilly Financial Advisors held 200 shares of Hershey worth $39K as of Q4 2021.
- Reilly Financial Advisors left its Hershey share count unchanged in Q4 2021.
- Hershey made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #443 holding.
- Reilly Financial Advisors first reported a position in Hershey in Q2 2013 and has held it in 33 quarters since.
- Reilly Financial Advisors's Hershey position peaked at $128K in Q2 2013.
- 1,138 funds tracked by Wall St. Rank held Hershey as of Q4 2021.
Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.