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Safeguard Investment Advisory Group’s Hershey HSY Stock Holding History

Safeguard Investment Advisory Group’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
Q1 		– Sell
-4
Closed – – 346
2020
Q4 		$0 Buy
+4
New +$592 ﹤0.01% 747

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
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
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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Safeguard Investment Advisory Group's HSY Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Hershey (HSY) in Q1 2021, closing a stake of 4 shares.

Safeguard Investment Advisory Group first reported a position in HSY in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 1,003 funds tracked by Wall St. Rank hold HSY as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Hershey position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 4 Hershey shares in Q1 2021.
  • Safeguard Investment Advisory Group first reported a position in Hershey in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Hershey position peaked at $0 in Q4 2020.
  • 1,003 funds tracked by Wall St. Rank held Hershey as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.