WealthOne’s Hershey HSY Stock Holding History

WealthOne’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	$216K	Buy	1,081 +1	+0.1%	+$224	0.09%	77
2023 Q2	$270K	Buy	1,080 +1	+0.1%	+$262	0.1%	87
2023 Q1	$274K	Buy	1,079 +2	+0.2%	+$470	0.11%	89
2022 Q4	$249K	Buy	1,077 +1	+0.1%	+$231	0.1%	97
2022 Q3	$237K	Sell	1,076 -199	-16%	-$44.6K	0.1%	94
2022 Q2	$274K	Buy	1,275 +1	+0.1%	+$218	0.11%	90
2022 Q1	$276K	Buy	1,274 +2	+0.2%	+$406	0.1%	101
2021 Q4	$246K	Buy	1,272 +1	+0.1%	+$181	0.08%	96
2021 Q3	$215K	Buy	1,271 +1	+0.1%	+$177	0.08%	120
2021 Q2	$221K	Buy	1,270 +1	+0.1%	+$168	0.09%	115
2021 Q1	$201K	Sell	1,269 -173	-12%	-$26.1K	0.09%	119
2020 Q4	$220K	Buy	+1,442	New	+$213K	0.11%	100
2019 Q1	–	Sell	-633	Closed	-$68K	–	280
2018 Q4	$68K	Buy	+633	New	+$67.3K	0.06%	153

Other funds holding HSY

BlackRock New York $5.7T 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

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 New York $1.66T AUM 25.57% 1-Year Est. Return

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