Waldron Private Wealth’s Hershey HSY Stock Holding History

Waldron Private Wealth’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	-811	Closed	-$206K	–	402
2023 Q1	$206K	Buy	+811	New	+$191K	0.01%	390

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

Waldron Private Wealth's HSY Position: Q2 2023 in Review

Waldron Private Wealth sold out of Hershey (HSY) in Q2 2023, closing a stake of 811 shares — an estimated $206K sold.

Waldron Private Wealth first reported a position in HSY in Q1 2023 and held it in 1 quarter. The position peaked at $206K in Q1 2023. 1,354 funds tracked by Wall St. Rank hold HSY as of Q2 2023.

Waldron Private Wealth reported no remaining Hershey position as of Q2 2023 after selling out during the quarter.
Waldron Private Wealth sold 811 Hershey shares in Q2 2023, an estimated $206K.
Waldron Private Wealth first reported a position in Hershey in Q1 2023 and held it in 1 quarter.
Waldron Private Wealth's Hershey position peaked at $206K in Q1 2023.
1,354 funds tracked by Wall St. Rank held Hershey as of Q2 2023.

Based on Waldron Private Wealth's 13F filing for Q2 2023, filed 7 Aug 2023.