SWM
HSY icon

SVA Wealth Management’s Hershey HSY Stock Holding History

SVA Wealth Management’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
2020
Q4 		$228K Hold
1,500
– – 0.02% 219
2020
Q3 		$215K Buy
+1,500
New +$213K 0.02% 199
2020
Q1 		– Sell
-1,500
Closed -$220K – 198
2019
Q4 		$220K Hold
1,500
– – 0.02% 197
2019
Q3 		$232K Hold
1,500
– – 0.02% 186
2019
Q2 		$201K Buy
+1,500
New +$191K 0.02% 202

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
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SVA Wealth Management's HSY Position: Q4 2020 in Review

SVA Wealth Management held its Hershey (HSY) position steady in Q4 2020 at 1,500 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #219.

SVA Wealth Management first reported a position in HSY in Q2 2019 and has held it in 5 quarters since. The position peaked at $232K in Q3 2019. 988 funds tracked by Wall St. Rank hold HSY as of Q4 2020.

  • SVA Wealth Management held 1,500 shares of Hershey worth $228K as of Q4 2020.
  • SVA Wealth Management left its Hershey share count unchanged in Q4 2020.
  • Hershey made up 0.02% of SVA Wealth Management's portfolio in Q4 2020, its #219 holding.
  • SVA Wealth Management first reported a position in Hershey in Q2 2019 and has held it in 5 quarters since.
  • SVA Wealth Management's Hershey position peaked at $232K in Q3 2019.
  • 988 funds tracked by Wall St. Rank held Hershey as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.