Sterling Investment Advisors (Pennsylvania)’s Hershey HSY Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022 Q3	–	Sell	-350	Closed	-$75K	–	272
2022 Q2	$75K	Sell	350 -50	-13%	-$10.9K	0.03%	201
2022 Q1	$87K	Hold	400	–	–	0.02%	204
2021 Q4	$77K	Hold	400	–	–	0.02%	217
2021 Q3	$68K	Hold	400	–	–	0.02%	224
2021 Q2	$70K	Hold	400	–	–	0.02%	229
2021 Q1	$63K	Hold	400	–	–	0.02%	225
2020 Q4	$61K	Hold	400	–	–	0.02%	213
2020 Q3	$57K	Hold	400	–	–	0.02%	208
2020 Q2	$51K	Hold	400	–	–	0.02%	209
2020 Q1	$53K	Sell	400 -100	-20%	-$14.8K	0.03%	185
2019 Q4	$73K	Hold	500	–	–	0.03%	178
2019 Q3	$77K	Hold	500	–	–	0.04%	172
2019 Q2	$67K	Hold	500	–	–	0.03%	183
2019 Q1	$57K	Hold	500	–	–	0.03%	196
2018 Q4	$53K	Hold	500	–	–	0.03%	190
2018 Q3	$51K	Hold	500	–	–	0.03%	219
2018 Q2	$46K	Buy	500 +100	+25%	+$9.32K	0.03%	216
2018 Q1	$40K	Buy	+400	New	+$41.3K	0.02%	217

Other funds holding HSY

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Sterling Investment Advisors (Pennsylvania)'s HSY Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Hershey (HSY) in Q3 2022, closing a stake of 350 shares — an estimated $75K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in HSY in Q1 2018 and held it in 18 quarters. The position peaked at $87K in Q1 2022. 1,228 funds tracked by Wall St. Rank hold HSY as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining Hershey position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 350 Hershey shares in Q3 2022, an estimated $75K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Hershey in Q1 2018 and held it in 18 quarters.
Sterling Investment Advisors (Pennsylvania)'s Hershey position peaked at $87K in Q1 2022.
1,228 funds tracked by Wall St. Rank held Hershey as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.