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RMR Wealth Builders’s Hershey HSY Stock Holding History

RMR Wealth Builders’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
2021
Q2 		– Sell
-572
Closed -$90K – 386
2021
Q1 		$90K Hold
572
– – 0.02% 282
2020
Q4 		$87K Buy
+572
New +$84.6K 0.04% 214
2020
Q3 		– Sell
-572
Closed -$74K – 330
2020
Q2 		$74K Buy
+572
New +$76.9K 0.07% 192
2019
Q4 		$84K Buy
+572
New +$84.8K 0.08% 188

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RMR Wealth Builders's HSY Position: Q2 2021 in Review

RMR Wealth Builders sold out of Hershey (HSY) in Q2 2021, closing a stake of 572 shares — an estimated $90K sold.

RMR Wealth Builders first reported a position in HSY in Q4 2019 and held it in 4 quarters. The position peaked at $90K in Q1 2021. 1,036 funds tracked by Wall St. Rank hold HSY as of Q2 2021.

  • RMR Wealth Builders reported no remaining Hershey position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 572 Hershey shares in Q2 2021, an estimated $90K.
  • RMR Wealth Builders first reported a position in Hershey in Q4 2019 and held it in 4 quarters.
  • RMR Wealth Builders's Hershey position peaked at $90K in Q1 2021.
  • 1,036 funds tracked by Wall St. Rank held Hershey as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.