AIM
HSY icon

Advantage Investment Management’s Hershey HSY Stock Holding History

Advantage Investment 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
2019
Q3 		$214K Hold
1,380
– – 0.17% 138
2019
Q2 		$185K Hold
1,380
– – 0.14% 152
2019
Q1 		$158K Hold
1,380
– – 0.12% 177
2018
Q4 		$148K Sell
1,380
-150
-10% -$15.9K 0.11% 179
2018
Q3 		$156K Buy
1,530
+500
+49% +$49.4K 0.1% 183
2018
Q2 		$96K Hold
1,030
– – 0.07% 261
2018
Q1 		$102K Hold
1,030
– – 0.04% 242
2017
Q4 		$117K Hold
1,030
– – 0.04% 242
2017
Q3 		$112K Hold
1,030
– – 0.04% 236
2017
Q2 		$111K Buy
1,030
+300
+41% +$33.1K 0.04% 223
2017
Q1 		$80K Sell
730
-150
-17% -$16.1K 0.03% 256
2016
Q4 		$91K Buy
880
+750
+577% +$74.1K 0.03% 235
2016
Q3 		$12K Sell
130
-721
-85% -$76.3K ﹤0.01% 595
2016
Q2 		$97K Buy
851
+52
+7% +$4.87K 0.05% 235
2016
Q1 		$74K Hold
799
– – 0.03% 265
2015
Q4 		$71K Sell
799
-5
-0.6% -$448 0.04% 283
2015
Q3 		$74K Buy
804
+674
+518% +$61.4K 0.04% 261
2015
Q2 		$12K Hold
130
– – 0.01% 551
2015
Q1 		$13K Sell
130
-40
-24% -$4.17K 0.01% 535
2014
Q4 		$18K Buy
+170
New +$16.6K 0.01% 442

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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advantage Investment Management's HSY Position: Q3 2019 in Review

Advantage Investment Management held its Hershey (HSY) position steady in Q3 2019 at 1,380 shares worth $214K. The position accounts for 0.17% of the portfolio, ranked #138.

Advantage Investment Management first reported a position in HSY in Q4 2014 and has held it in 20 quarters since. 923 funds tracked by Wall St. Rank hold HSY as of Q3 2019.

  • Advantage Investment Management held 1,380 shares of Hershey worth $214K as of Q3 2019.
  • Advantage Investment Management left its Hershey share count unchanged in Q3 2019.
  • Hershey made up 0.17% of Advantage Investment Management's portfolio in Q3 2019, its #138 holding.
  • Advantage Investment Management first reported a position in Hershey in Q4 2014 and has held it in 20 quarters since.
  • 923 funds tracked by Wall St. Rank held Hershey as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.