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True Link Financial Advisors’s Hershey HSY Stock Holding History

True Link Financial 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 		– Sell
-935
Closed -$233K – 109
2023
Q2 		$233K Hold
935
– – 0.03% 108
2023
Q1 		$238K Hold
935
– – 0.03% 113
2022
Q4 		$217K Hold
935
– – 0.03% 112
2022
Q3 		$206K Hold
935
– – 0.03% 127
2022
Q2 		$201K Hold
935
– – 0.03% 121
2022
Q1 		$203K Buy
+935
New +$190K 0.03% 127
2021
Q4 		– Sell
-11
Closed -$2K – 777
2021
Q3 		$2K Hold
11
– – ﹤0.01% 741
2021
Q2 		$2K Buy
+11
New +$1.85K ﹤0.01% 676

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

True Link Financial Advisors's HSY Position: Q3 2023 in Review

True Link Financial Advisors sold out of Hershey (HSY) in Q3 2023, closing a stake of 935 shares — an estimated $233K sold.

True Link Financial Advisors first reported a position in HSY in Q2 2021 and held it in 8 quarters. The position peaked at $238K in Q1 2023. 1,297 funds tracked by Wall St. Rank hold HSY as of Q3 2023.

  • True Link Financial Advisors reported no remaining Hershey position as of Q3 2023 after selling out during the quarter.
  • True Link Financial Advisors sold 935 Hershey shares in Q3 2023, an estimated $233K.
  • True Link Financial Advisors first reported a position in Hershey in Q2 2021 and held it in 8 quarters.
  • True Link Financial Advisors's Hershey position peaked at $238K in Q1 2023.
  • 1,297 funds tracked by Wall St. Rank held Hershey as of Q3 2023.

Based on True Link Financial Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.