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Wills Financial Group’s Hershey HSY Stock Holding History

Wills Financial Group’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
Q4 		– Sell
-3,071
Closed -$440K – 57
2020
Q3 		$440K Sell
3,071
-1,400
-31% -$199K 0.26% 43
2020
Q2 		$580K Sell
4,471
-20
-0.4% -$2.69K 0.36% 42
2020
Q1 		$595K Buy
4,491
+2,030
+82% +$299K 0.42% 41
2019
Q4 		$361K Buy
+2,461
New +$365K 0.21% 52

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
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wills Financial Group's HSY Position: Q4 2020 in Review

Wills Financial Group sold out of Hershey (HSY) in Q4 2020, closing a stake of 3,071 shares — an estimated $440K sold.

Wills Financial Group first reported a position in HSY in Q4 2019 and held it in 4 quarters. The position peaked at $595K in Q1 2020. 988 funds tracked by Wall St. Rank hold HSY as of Q4 2020.

  • Wills Financial Group reported no remaining Hershey position as of Q4 2020 after selling out during the quarter.
  • Wills Financial Group sold 3,071 Hershey shares in Q4 2020, an estimated $440K.
  • Wills Financial Group first reported a position in Hershey in Q4 2019 and held it in 4 quarters.
  • Wills Financial Group's Hershey position peaked at $595K in Q1 2020.
  • 988 funds tracked by Wall St. Rank held Hershey as of Q4 2020.

Based on Wills Financial Group's 13F filing for Q4 2020, filed 17 Feb 2021.