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Rowland Carmichael Advisors’s Hershey HSY Stock Holding History

Rowland Carmichael 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
2020
Q4 		$206K Buy
+1,352
New +$200K 0.07% 291
2020
Q1 		– Sell
-1,440
Closed -$212K – 340
2019
Q4 		$212K Sell
1,440
-18
-1% -$2.67K 0.07% 275
2019
Q3 		$226K Buy
+1,458
New +$220K 0.08% 260

Other funds holding HSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Rowland Carmichael Advisors's HSY Position: Q4 2020 in Review

Rowland Carmichael Advisors opened a new position in Hershey (HSY) in Q4 2020: 1,352 shares worth $206K. The stake represents 0.07% of the portfolio and ranks #291 among its holdings. This is a return to the name: Rowland Carmichael Advisors previously reported a position in HSY as recently as Q4 2019.

Rowland Carmichael Advisors first reported a position in HSY in Q3 2019 and has held it in 3 quarters since. The position peaked at $226K in Q3 2019. 988 funds tracked by Wall St. Rank hold HSY as of Q4 2020.

  • Rowland Carmichael Advisors held 1,352 shares of Hershey worth $206K as of Q4 2020.
  • Hershey was a new Rowland Carmichael Advisors position in Q4 2020.
  • Hershey made up 0.07% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #291 holding.
  • Rowland Carmichael Advisors first reported a position in Hershey in Q3 2019 and has held it in 3 quarters since.
  • Rowland Carmichael Advisors's Hershey position peaked at $226K in Q3 2019.
  • 988 funds tracked by Wall St. Rank held Hershey as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.