WKWM
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Walter & Keenan Wealth Management’s Hershey HSY Stock Holding History

Walter & Keenan 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
Q2 		– Sell
-23,225
Closed -$3.06M – 160
2020
Q1 		$3.06M Buy
+23,225
New +$3.43M 1.22% 19

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

Walter & Keenan Wealth Management's HSY Position: Q2 2020 in Review

Walter & Keenan Wealth Management sold out of Hershey (HSY) in Q2 2020, closing a stake of 23,225 shares — an estimated $3.06M sold.

Walter & Keenan Wealth Management first reported a position in HSY in Q1 2020 and held it in 1 quarter. The position peaked at $3.06M in Q1 2020. 913 funds tracked by Wall St. Rank hold HSY as of Q2 2020.

  • Walter & Keenan Wealth Management reported no remaining Hershey position as of Q2 2020 after selling out during the quarter.
  • Walter & Keenan Wealth Management sold 23,225 Hershey shares in Q2 2020, an estimated $3.06M.
  • Walter & Keenan Wealth Management first reported a position in Hershey in Q1 2020 and held it in 1 quarter.
  • Walter & Keenan Wealth Management's Hershey position peaked at $3.06M in Q1 2020.
  • 913 funds tracked by Wall St. Rank held Hershey as of Q2 2020.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2020, filed 16 Jul 2020.