Syntax Advisors’s Hershey HSY Stock Holding History

Syntax 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 Q2	–	Sell	-805	Closed	-$205K	–	225
2023 Q1	$205K	Buy	+805	New	+$189K	0.16%	210
2022 Q1	–	Sell	-1,112	Closed	-$215K	–	226
2021 Q4	$215K	Buy	+1,112	New	+$201K	0.16%	205

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

HTC

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Syntax Advisors's HSY Position: Q2 2023 in Review

Syntax Advisors sold out of Hershey (HSY) in Q2 2023, closing a stake of 805 shares — an estimated $205K sold.

Syntax Advisors first reported a position in HSY in Q4 2021 and held it in 2 quarters. The position peaked at $215K in Q4 2021. 1,354 funds tracked by Wall St. Rank hold HSY as of Q2 2023.

Syntax Advisors reported no remaining Hershey position as of Q2 2023 after selling out during the quarter.
Syntax Advisors sold 805 Hershey shares in Q2 2023, an estimated $205K.
Syntax Advisors first reported a position in Hershey in Q4 2021 and held it in 2 quarters.
Syntax Advisors's Hershey position peaked at $215K in Q4 2021.
1,354 funds tracked by Wall St. Rank held Hershey as of Q2 2023.

Based on Syntax Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.