RFA
HSY icon

Reilly Financial Advisors’s Hershey HSY Stock Holding History

Reilly Financial 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
2016
Q2 		– Sell
-703
Closed -$65K – 884
2016
Q1 		$65K Buy
703
+50
+8% +$4.46K 0.01% 340
2015
Q4 		$58K Buy
+653
New +$58.6K 0.01% 371

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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.