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TrueWealth LLC’s Hershey HSY Stock Holding History

TrueWealth LLC’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
Q2 		$157K Hold
1,212
– – 0.07% 157
2020
Q1 		$161K Sell
1,212
-102
-8% -$15K 0.08% 139
2019
Q4 		$193K Hold
1,314
– – 0.08% 141
2019
Q3 		$204K Hold
1,314
– – 0.09% 130
2019
Q2 		$176K Hold
1,314
– – 0.08% 147
2019
Q1 		$151K Sell
1,314
-101
-7% -$11K 0.07% 157
2018
Q4 		$152K Buy
1,415
+16
+1% +$1.7K 0.08% 150
2018
Q3 		$143K Sell
1,399
-22
-2% -$2.17K 0.07% 164
2018
Q2 		$132K Buy
1,421
+421
+42% +$39.3K 0.06% 170
2018
Q1 		$99K Hold
1,000
– – 0.05% 191
2017
Q4 		$114K Buy
+1,000
New +$110K 0.05% 194

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

TrueWealth LLC's HSY Position: Q2 2020 in Review

TrueWealth LLC held its Hershey (HSY) position steady in Q2 2020 at 1,212 shares worth $157K. The position accounts for 0.07% of the portfolio, ranked #157.

TrueWealth LLC first reported a position in HSY in Q4 2017 and has held it in 11 quarters since. The position peaked at $204K in Q3 2019. 914 funds tracked by Wall St. Rank hold HSY as of Q2 2020.

  • TrueWealth LLC held 1,212 shares of Hershey worth $157K as of Q2 2020.
  • TrueWealth LLC left its Hershey share count unchanged in Q2 2020.
  • Hershey made up 0.07% of TrueWealth LLC's portfolio in Q2 2020, its #157 holding.
  • TrueWealth LLC first reported a position in Hershey in Q4 2017 and has held it in 11 quarters since.
  • TrueWealth LLC's Hershey position peaked at $204K in Q3 2019.
  • 914 funds tracked by Wall St. Rank held Hershey as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.