Wealth Enhancement & Preservation of GA’s Hershey HSY Stock Holding History

Wealth Enhancement & Preservation of GA’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	$739K	Buy	2,958 +197	+7%	+$51.7K	0.71%	25
2023 Q1	$702K	Sell	2,761 -4	-0.1%	-$940	0.84%	23
2022 Q4	$640K	Buy	2,765 +792	+40%	+$183K	1.04%	24
2022 Q3	$435K	Sell	1,973 -3,289	-63%	-$737K	0.7%	29
2022 Q2	$1.14M	Sell	5,262 -1,883	-26%	-$410K	1.21%	24
2022 Q1	$1.55M	Sell	7,145 -9	-0.1%	-$1.83K	1.19%	20
2021 Q4	$1.38M	Buy	7,154 +100	+1%	+$18.1K	0.93%	27
2021 Q3	$1.19M	Buy	7,054 +436	+7%	+$77K	0.92%	28
2021 Q2	$1.15M	Buy	6,618 +255	+4%	+$42.9K	0.85%	29
2021 Q1	$1.01M	Buy	6,363 +57	+0.9%	+$8.58K	0.78%	35
2020 Q4	$961K	Buy	+6,306	New	+$933K	0.83%	32

Other funds holding HSY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Wealth Enhancement & Preservation of GA's HSY Position: Q2 2023 in Review

Wealth Enhancement & Preservation of GA increased its Hershey (HSY) stake by 7.1% in Q2 2023, buying an estimated $51.7K and bringing the position to 2,958 shares worth $739K. The position accounts for 0.71% of the portfolio, ranked #25.

Wealth Enhancement & Preservation of GA first reported a position in HSY in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.55M in Q1 2022. 1,355 funds tracked by Wall St. Rank hold HSY as of Q2 2023.

Wealth Enhancement & Preservation of GA held 2,958 shares of Hershey worth $739K as of Q2 2023.
Wealth Enhancement & Preservation of GA bought 197 Hershey shares in Q2 2023, an estimated $51.7K.
Hershey made up 0.71% of Wealth Enhancement & Preservation of GA's portfolio in Q2 2023, its #25 holding.
Wealth Enhancement & Preservation of GA first reported a position in Hershey in Q4 2020 and has held it in 11 quarters since.
Wealth Enhancement & Preservation of GA's Hershey position peaked at $1.55M in Q1 2022.
1,355 funds tracked by Wall St. Rank held Hershey as of Q2 2023.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q2 2023, filed 18 Jul 2023.