Sullivan, Bruyette, Speros & Blaney’s Hershey HSY Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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 Q1	$424K	Hold	2,681	–	–	0.02%	199
2020 Q4	$408K	Hold	2,681	–	–	0.02%	186
2020 Q3	$384K	Hold	2,681	–	–	0.02%	172
2020 Q2	$348K	Sell	2,681 -43	-2%	-$5.78K	0.02%	170
2020 Q1	$361K	Hold	2,724	–	–	0.03%	147
2019 Q4	$400K	Hold	2,724	–	–	0.02%	162
2019 Q3	$422K	Sell	2,724 -206	-7%	-$31.1K	0.03%	150
2019 Q2	$393K	Buy	2,930 +43	+1%	+$5.46K	0.02%	153
2019 Q1	$332K	Hold	2,887	–	–	0.02%	157
2018 Q4	$309K	Hold	2,887	–	–	0.02%	150
2018 Q3	$294K	Hold	2,887	–	–	0.03%	135
2018 Q2	$269K	Hold	2,887	–	–	0.03%	139
2018 Q1	$286K	Hold	2,887	–	–	0.03%	134
2017 Q4	$328K	Hold	2,887	–	–	0.03%	129
2017 Q3	$315K	Hold	2,887	–	–	0.03%	122
2017 Q2	$310K	Hold	2,887	–	–	0.03%	118
2017 Q1	$315K	Hold	2,887	–	–	0.03%	112
2016 Q4	$299K	Hold	2,887	–	–	0.03%	113
2016 Q3	$276K	Hold	2,887	–	–	0.03%	117
2016 Q2	$328K	Buy	+2,887	New	+$270K	0.03%	103

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

Sullivan, Bruyette, Speros & Blaney's HSY Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney held its Hershey (HSY) position steady in Q1 2021 at 2,681 shares worth $424K. The position accounts for 0.02% of the portfolio, ranked #199.

Sullivan, Bruyette, Speros & Blaney first reported a position in HSY in Q2 2016 and has held it in 20 quarters since. 1,004 funds tracked by Wall St. Rank hold HSY as of Q1 2021.

Sullivan, Bruyette, Speros & Blaney held 2,681 shares of Hershey worth $424K as of Q1 2021.
Sullivan, Bruyette, Speros & Blaney left its Hershey share count unchanged in Q1 2021.
Hershey made up 0.02% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #199 holding.
Sullivan, Bruyette, Speros & Blaney first reported a position in Hershey in Q2 2016 and has held it in 20 quarters since.
1,004 funds tracked by Wall St. Rank held Hershey as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.