Sterling Manor Financial’s Hershey HSY Stock Holding History

Sterling Manor Financial’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 Q2	–	Sell	-794	Closed	-$202K	–	46
2023 Q1	$202K	Sell	794 -1,590	-67%	-$374K	0.2%	46
2022 Q4	$552K	Hold	2,384	–	–	0.61%	22
2022 Q3	$526K	Buy	+2,384	New	+$534K	0.65%	20

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

HTC

Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Sterling Manor Financial's HSY Position: Q2 2023 in Review

Sterling Manor Financial sold out of Hershey (HSY) in Q2 2023, closing a stake of 794 shares — an estimated $202K sold.

Sterling Manor Financial first reported a position in HSY in Q3 2022 and held it in 3 quarters. The position peaked at $552K in Q4 2022. 1,354 funds tracked by Wall St. Rank hold HSY as of Q2 2023.

Sterling Manor Financial reported no remaining Hershey position as of Q2 2023 after selling out during the quarter.
Sterling Manor Financial sold 794 Hershey shares in Q2 2023, an estimated $202K.
Sterling Manor Financial first reported a position in Hershey in Q3 2022 and held it in 3 quarters.
Sterling Manor Financial's Hershey position peaked at $552K in Q4 2022.
1,354 funds tracked by Wall St. Rank held Hershey as of Q2 2023.

Based on Sterling Manor Financial's 13F filing for Q2 2023, filed 21 Jul 2023.