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Stewardship Advisors’s Hershey HSY Stock Holding History

Stewardship Advisors’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
-3,069
Closed -$485K – 53
2021
Q1 		$485K Hold
3,069
– – 0.19% 36
2020
Q4 		$468K Hold
3,069
– – 0.19% 36
2020
Q3 		$462K Hold
3,069
– – 0.23% 27
2020
Q2 		$398K Hold
3,069
– – 0.22% 26
2020
Q1 		$407K Sell
3,069
-100
-3% -$14.8K 0.26% 32
2019
Q4 		$466K Buy
+3,169
New +$470K 0.29% 33

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stewardship Advisors's HSY Position: Q2 2021 in Review

Stewardship Advisors sold out of Hershey (HSY) in Q2 2021, closing a stake of 3,069 shares — an estimated $485K sold.

Stewardship Advisors first reported a position in HSY in Q4 2019 and held it in 6 quarters. The position peaked at $485K in Q1 2021. 1,034 funds tracked by Wall St. Rank hold HSY as of Q2 2021.

  • Stewardship Advisors reported no remaining Hershey position as of Q2 2021 after selling out during the quarter.
  • Stewardship Advisors sold 3,069 Hershey shares in Q2 2021, an estimated $485K.
  • Stewardship Advisors first reported a position in Hershey in Q4 2019 and held it in 6 quarters.
  • Stewardship Advisors's Hershey position peaked at $485K in Q1 2021.
  • 1,034 funds tracked by Wall St. Rank held Hershey as of Q2 2021.

Based on Stewardship Advisors's 13F filing for Q2 2021, filed 16 Jul 2021.