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Sterling Financial Planning’s Hershey HSY Stock Holding History

Sterling Financial Planning’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
2023
Q3 		– Sell
-845
Closed -$211K – 94
2023
Q2 		$211K Hold
845
– – 0.1% 95
2023
Q1 		$215K Buy
+845
New +$199K 0.12% 93
2021
Q4 		– Sell
-900
Closed -$152K – 227
2021
Q3 		$152K Hold
900
– – 0.1% 102
2021
Q2 		$157K Hold
900
– – 0.1% 96
2021
Q1 		$142K Sell
900
-150
-14% -$22.6K 0.1% 93
2020
Q4 		$160K Buy
+1,050
New +$155K 0.13% 83

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sterling Financial Planning's HSY Position: Q3 2023 in Review

Sterling Financial Planning sold out of Hershey (HSY) in Q3 2023, closing a stake of 845 shares — an estimated $211K sold.

Sterling Financial Planning first reported a position in HSY in Q4 2020 and held it in 6 quarters. The position peaked at $215K in Q1 2023. 1,298 funds tracked by Wall St. Rank hold HSY as of Q3 2023.

  • Sterling Financial Planning reported no remaining Hershey position as of Q3 2023 after selling out during the quarter.
  • Sterling Financial Planning sold 845 Hershey shares in Q3 2023, an estimated $211K.
  • Sterling Financial Planning first reported a position in Hershey in Q4 2020 and held it in 6 quarters.
  • Sterling Financial Planning's Hershey position peaked at $215K in Q1 2023.
  • 1,298 funds tracked by Wall St. Rank held Hershey as of Q3 2023.

Based on Sterling Financial Planning's 13F filing for Q3 2023, filed 6 Nov 2023.