Surevest’s Hershey HSY Stock Holding History

Surevest’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	$1K	Hold	6	–	–	﹤0.01%	457
2022 Q2	$1K	Hold	6	–	–	﹤0.01%	493
2022 Q1	$1K	Hold	6	–	–	﹤0.01%	468
2021 Q4	$1K	Buy	+6	New	+$1.09K	﹤0.01%	479

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

Surevest's HSY Position: Q3 2022 in Review

Surevest held its Hershey (HSY) position steady in Q3 2022 at 6 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Surevest first reported a position in HSY in Q4 2021 and has held it in 4 quarters since. 1,227 funds tracked by Wall St. Rank hold HSY as of Q3 2022.

Surevest held 6 shares of Hershey worth $1K as of Q3 2022.
Surevest left its Hershey share count unchanged in Q3 2022.
Hershey made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #457 holding.
Surevest first reported a position in Hershey in Q4 2021 and has held it in 4 quarters since.
1,227 funds tracked by Wall St. Rank held Hershey as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.