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	–	272
2018 Q4	$68K	Buy	+633	New	+$67.3K	0.06%	153

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HTC

Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WealthOne's HSY Position: Q3 2023 in Review

WealthOne increased its Hershey (HSY) stake by 0.09% in Q3 2023, buying an estimated $224 and bringing the position to 1,081 shares worth $216K. The position accounts for 0.09% of the portfolio, ranked #77.

WealthOne first reported a position in HSY in Q4 2018 and has held it in 13 quarters since. The position peaked at $276K in Q1 2022. 1,297 funds tracked by Wall St. Rank hold HSY as of Q3 2023.

WealthOne held 1,081 shares of Hershey worth $216K as of Q3 2023.
WealthOne bought 1 Hershey share in Q3 2023, an estimated $224.
Hershey made up 0.09% of WealthOne's portfolio in Q3 2023, its #77 holding.
WealthOne first reported a position in Hershey in Q4 2018 and has held it in 13 quarters since.
WealthOne's Hershey position peaked at $276K in Q1 2022.
1,297 funds tracked by Wall St. Rank held Hershey as of Q3 2023.

Based on WealthOne's 13F filing for Q3 2023, filed 12 Oct 2023.