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SFMG Wealth Advisors’s Hershey HSY Stock Holding History

SFMG Wealth 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
Q1 		– Sell
-10,807
Closed -$1.59M – 158
2019
Q4 		$1.59M Buy
10,807
+1,488
+16% +$221K 0.19% 46
2019
Q3 		$1.44M Buy
9,319
+3,716
+66% +$561K 0.2% 39
2019
Q2 		$857K Buy
5,603
+1,439
+35% +$183K 0.12% 56
2019
Q1 		$478K Buy
4,164
+1,377
+49% +$150K 0.07% 83
2018
Q4 		$299K Buy
+2,787
New +$296K 0.05% 104

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

SFMG Wealth Advisors's HSY Position: Q1 2020 in Review

SFMG Wealth Advisors sold out of Hershey (HSY) in Q1 2020, closing a stake of 10,807 shares — an estimated $1.59M sold.

SFMG Wealth Advisors first reported a position in HSY in Q4 2018 and held it in 5 quarters. The position peaked at $1.59M in Q4 2019. 916 funds tracked by Wall St. Rank hold HSY as of Q1 2020.

  • SFMG Wealth Advisors reported no remaining Hershey position as of Q1 2020 after selling out during the quarter.
  • SFMG Wealth Advisors sold 10,807 Hershey shares in Q1 2020, an estimated $1.59M.
  • SFMG Wealth Advisors first reported a position in Hershey in Q4 2018 and held it in 5 quarters.
  • SFMG Wealth Advisors's Hershey position peaked at $1.59M in Q4 2019.
  • 916 funds tracked by Wall St. Rank held Hershey as of Q1 2020.

Based on SFMG Wealth Advisors's 13F filing for Q1 2020, filed 8 May 2020.