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ShoreHaven Wealth Partners’s Hershey HSY Stock Holding History

ShoreHaven Wealth Partners’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
Q2 		– Sell
-240
Closed -$38K – 140
2021
Q1 		$38K Hold
240
– – 0.02% 134
2020
Q4 		$37K Buy
+240
New +$35.5K 0.02% 125

Other funds holding HSY

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Vanguard Group
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ShoreHaven Wealth Partners's HSY Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Hershey (HSY) in Q2 2021, closing a stake of 240 shares — an estimated $38K sold.

ShoreHaven Wealth Partners first reported a position in HSY in Q4 2020 and held it in 2 quarters. The position peaked at $38K in Q1 2021. 1,036 funds tracked by Wall St. Rank hold HSY as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Hershey position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 240 Hershey shares in Q2 2021, an estimated $38K.
  • ShoreHaven Wealth Partners first reported a position in Hershey in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Hershey position peaked at $38K in Q1 2021.
  • 1,036 funds tracked by Wall St. Rank held Hershey as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.