Security National Trust’s Hershey HSY Stock Holding History

Security National Trust’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 Q3	$122K	Hold	700	–	–	0.03%	204
2021 Q2	$122K	Hold	700	–	–	0.03%	213
2021 Q1	$111K	Sell	700 -200	-22%	-$30.1K	0.03%	216
2020 Q4	$137K	Buy	900 +200	+29%	+$29.6K	0.03%	194
2020 Q3	$101K	Hold	700	–	–	0.03%	208
2020 Q2	$91K	Hold	700	–	–	0.03%	217
2020 Q1	$93K	Hold	700	–	–	0.03%	203
2019 Q4	$102K	Buy	700 +200	+40%	+$29.7K	0.03%	215
2019 Q3	$77K	Hold	500	–	–	0.02%	230
2019 Q2	$67K	Hold	500	–	–	0.02%	241
2019 Q1	$57K	Hold	500	–	–	0.02%	244
2018 Q4	$54K	Hold	500	–	–	0.02%	236
2018 Q3	$51K	Sell	500 -390	-44%	-$38.5K	0.02%	257
2018 Q2	$83K	Sell	890 -110	-11%	-$10.3K	0.03%	231
2018 Q1	$98K	Hold	1,000	–	–	0.03%	218
2017 Q4	$114K	Sell	1,000 -32	-3%	-$3.52K	0.04%	210
2017 Q3	$113K	Hold	1,032	–	–	0.04%	212
2017 Q2	$111K	Hold	1,032	–	–	0.04%	220
2017 Q1	$113K	Hold	1,032	–	–	0.04%	220
2016 Q4	$107K	Buy	1,032 +500	+94%	+$49.4K	0.04%	217
2016 Q3	$51K	Hold	532	–	–	0.02%	266
2016 Q2	$61K	Hold	532	–	–	0.02%	254
2016 Q1	$49K	Hold	532	–	–	0.02%	267
2015 Q4	$48K	Buy	532 +32	+6%	+$2.87K	0.02%	264
2015 Q3	$46K	Hold	500	–	–	0.02%	278
2015 Q2	$44K	Hold	500	–	–	0.02%	288
2015 Q1	$50K	Hold	500	–	–	0.02%	282
2014 Q4	$52K	Hold	500	–	–	0.02%	273
2014 Q3	$48K	Hold	500	–	–	0.02%	275
2014 Q2	$49K	Hold	500	–	–	0.02%	279
2014 Q1	$52K	Buy	+500	New	+$51.1K	0.02%	277

Other funds holding HSY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Security National Trust's HSY Position: Q3 2021 in Review

Security National Trust held its Hershey (HSY) position steady in Q3 2021 at 700 shares worth $122K. The position accounts for 0.03% of the portfolio, ranked #204.

Security National Trust first reported a position in HSY in Q1 2014 and has held it in 31 quarters since. The position peaked at $137K in Q4 2020. 1,038 funds tracked by Wall St. Rank hold HSY as of Q3 2021.

Security National Trust held 700 shares of Hershey worth $122K as of Q3 2021.
Security National Trust left its Hershey share count unchanged in Q3 2021.
Hershey made up 0.03% of Security National Trust's portfolio in Q3 2021, its #204 holding.
Security National Trust first reported a position in Hershey in Q1 2014 and has held it in 31 quarters since.
Security National Trust's Hershey position peaked at $137K in Q4 2020.
1,038 funds tracked by Wall St. Rank held Hershey as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.