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Sargent Bickham Lagudis’s Hershey HSY Stock Holding History

Sargent Bickham Lagudis’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
2022
Q4 		$20.4K Hold
88
– – ﹤0.01% 604
2022
Q3 		$19K Sell
88
-29
-25% -$6.5K ﹤0.01% 578
2022
Q2 		$25K Buy
117
+29
+33% +$6.32K ﹤0.01% 545
2022
Q1 		$19K Hold
88
– – ﹤0.01% 612
2021
Q4 		$17K Buy
88
+14
+19% +$2.54K ﹤0.01% 628
2021
Q3 		$13K Hold
74
– – ﹤0.01% 672
2021
Q2 		$13K Hold
74
– – ﹤0.01% 673
2021
Q1 		$12K Hold
74
– – ﹤0.01% 666
2020
Q4 		$11K Sell
74
-69
-48% -$10.2K ﹤0.01% 644
2020
Q3 		$21K Hold
143
– – ﹤0.01% 502
2020
Q2 		$19K Hold
143
– – ﹤0.01% 500
2020
Q1 		$19K Buy
143
+1
+0.7% +$148 ﹤0.01% 474
2019
Q4 		$21K Sell
142
-20
-12% -$2.96K ﹤0.01% 514
2019
Q3 		$25K Buy
162
+1
+0.6% +$151 ﹤0.01% 436
2019
Q2 		$22K Hold
161
– – ﹤0.01% 478
2019
Q1 		$19K Sell
161
-394
-71% -$42.9K ﹤0.01% 519
2018
Q4 		$59K Buy
555
+304
+121% +$32.3K 0.01% 340
2018
Q3 		$26K Sell
251
-96
-28% -$9.49K ﹤0.01% 458
2018
Q2 		$32K Buy
347
+1
+0.3% +$93 ﹤0.01% 427
2018
Q1 		$34K Sell
346
-250
-42% -$25.8K ﹤0.01% 420
2017
Q4 		$68K Sell
596
-475
-44% -$52.3K 0.01% 325
2017
Q3 		$117K Buy
1,071
+1
+0.1% +$107 0.01% 270
2017
Q2 		$115K Sell
1,070
-525
-33% -$57.9K 0.01% 254
2017
Q1 		$174K Buy
1,595
+64
+4% +$6.86K 0.02% 224
2016
Q4 		$158K Hold
1,531
– – 0.02% 221
2016
Q3 		$146K Buy
1,531
+1,000
+188% +$106K 0.02% 234
2016
Q2 		$60K Buy
531
+250
+89% +$23.4K 0.01% 315
2016
Q1 		$26K Buy
+281
New +$25.1K ﹤0.01% 446

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sargent Bickham Lagudis's HSY Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Hershey (HSY) position steady in Q4 2022 at 88 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

Sargent Bickham Lagudis first reported a position in HSY in Q1 2016 and has held it in 28 quarters since. The position peaked at $174K in Q1 2017. 1,292 funds tracked by Wall St. Rank hold HSY as of Q4 2022.

  • Sargent Bickham Lagudis held 88 shares of Hershey worth $20.4K as of Q4 2022.
  • Sargent Bickham Lagudis left its Hershey share count unchanged in Q4 2022.
  • Hershey made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #604 holding.
  • Sargent Bickham Lagudis first reported a position in Hershey in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's Hershey position peaked at $174K in Q1 2017.
  • 1,292 funds tracked by Wall St. Rank held Hershey as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.