Squar Milner Financial Services’s Hershey HSY Stock Holding History

Squar Milner Financial Services’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 Q2	–	Sell	-360	Closed	-$47K	–	426
2020 Q1	$47K	Sell	360 -15	-4%	-$2.21K	0.03%	361
2019 Q4	$55K	Buy	+375	New	+$55.6K	0.03%	396
2019 Q3	–	Sell	-360	Closed	-$48K	–	432
2019 Q2	$48K	Hold	360	–	–	0.03%	354
2019 Q1	$41K	Hold	360	–	–	0.03%	344
2018 Q4	$39K	Hold	360	–	–	0.04%	318
2018 Q3	$37K	Hold	360	–	–	0.03%	340
2018 Q2	$34K	Buy	+360	New	+$33.6K	0.03%	400

Other funds holding HSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Squar Milner Financial Services's HSY Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Hershey (HSY) in Q2 2020, closing a stake of 360 shares — an estimated $47K sold.

Squar Milner Financial Services first reported a position in HSY in Q2 2018 and held it in 7 quarters. The position peaked at $55K in Q4 2019. 914 funds tracked by Wall St. Rank hold HSY as of Q2 2020.

Squar Milner Financial Services reported no remaining Hershey position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 360 Hershey shares in Q2 2020, an estimated $47K.
Squar Milner Financial Services first reported a position in Hershey in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Hershey position peaked at $55K in Q4 2019.
914 funds tracked by Wall St. Rank held Hershey as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.