Sutton Wealth Advisors’s Hershey HSY Stock Holding History

Sutton Wealth 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
2023 Q3	$8.8K	Sell	44 -23	-34%	-$5.15K	﹤0.01%	494
2023 Q2	$16.7K	Hold	67	–	–	0.01%	372
2023 Q1	$17K	Sell	67 -4	-6%	-$940	0.01%	329
2022 Q4	$16.4K	Hold	71	–	–	0.01%	775
2022 Q3	$15.7K	Hold	71	–	–	0.01%	740
2022 Q2	$15.3K	Hold	71	–	–	0.01%	759
2022 Q1	$15.4K	Buy	71 +4	+6%	+$812	0.01%	804
2021 Q4	$13K	Hold	67	–	–	﹤0.01%	849
2021 Q3	$11.3K	Hold	67	–	–	﹤0.01%	866
2021 Q2	$11.7K	Hold	67	–	–	﹤0.01%	863
2021 Q1	$10.6K	Buy	67 +3	+5%	+$452	﹤0.01%	866
2020 Q4	$9.75K	Buy	64 +8	+14%	+$1.18K	﹤0.01%	816
2020 Q3	$8.03K	Hold	56	–	–	﹤0.01%	803
2020 Q2	$7.26K	Hold	56	–	–	﹤0.01%	786
2020 Q1	$7.42K	Buy	56 +3	+6%	+$443	﹤0.01%	737
2019 Q4	$7.79K	Hold	53	–	–	﹤0.01%	873
2019 Q3	$8.21K	Hold	53	–	–	﹤0.01%	845
2019 Q2	$7.1K	Hold	53	–	–	﹤0.01%	852
2019 Q1	$6.09K	Hold	53	–	–	﹤0.01%	892
2018 Q4	$5.68K	Hold	53	–	–	﹤0.01%	865
2018 Q3	$5.41K	Hold	53	–	–	﹤0.01%	888
2018 Q2	$4.93K	Buy	53 +8	+18%	+$746	﹤0.01%	921
2018 Q1	$4.45K	Sell	45 -13	-22%	-$1.34K	﹤0.01%	932
2017 Q4	$6.58K	Hold	58	–	–	﹤0.01%	851
2017 Q3	$6.33K	Hold	58	–	–	﹤0.01%	842
2017 Q2	$6.23K	Buy	58 +14	+32%	+$1.54K	﹤0.01%	838
2017 Q1	$4.81K	Hold	44	–	–	﹤0.01%	852
2016 Q4	$4.55K	Hold	44	–	–	﹤0.01%	859
2016 Q3	$4.21K	Hold	44	–	–	﹤0.01%	853
2016 Q2	$4.99K	Hold	44	–	–	﹤0.01%	778
2016 Q1	$4.05K	Buy	+44	New	+$3.93K	﹤0.01%	800

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

HTC

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sutton Wealth Advisors's HSY Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Hershey (HSY) stake by 34% in Q3 2023, selling an estimated $5.15K and leaving 44 shares worth $8.8K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

Sutton Wealth Advisors first reported a position in HSY in Q1 2016 and has held it in 31 quarters since. The position peaked at $17K in Q1 2023. 1,298 funds tracked by Wall St. Rank hold HSY as of Q3 2023.

Sutton Wealth Advisors held 44 shares of Hershey worth $8.8K as of Q3 2023.
Sutton Wealth Advisors sold 23 Hershey shares in Q3 2023, an estimated $5.15K.
Hershey made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #494 holding.
Sutton Wealth Advisors first reported a position in Hershey in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Hershey position peaked at $17K in Q1 2023.
1,298 funds tracked by Wall St. Rank held Hershey as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.