AG
HSY icon

Advisor Group’s Hershey HSY Stock Holding History

Advisor 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
2019
Q4 		$4.32M Sell
29,347
-3,839
-12% -$569K 0.03% 462
2019
Q3 		$5.15M Sell
33,186
-2,188
-6% -$330K 0.04% 400
2019
Q2 		$4.75M Buy
35,374
+2,190
+7% +$278K 0.04% 401
2019
Q1 		$3.81M Buy
33,184
+311
+0.9% +$33.9K 0.03% 460
2018
Q4 		$3.53M Buy
32,873
+1,708
+5% +$182K 0.03% 413
2018
Q3 		$3.18M Buy
31,165
+4,057
+15% +$401K 0.03% 474
2018
Q2 		$2.52M Buy
27,108
+377
+1% +$35.2K 0.03% 461
2018
Q1 		$2.65M Sell
26,731
-2,352
-8% -$243K 0.04% 452
2017
Q4 		$3.3M Buy
29,083
+1,322
+5% +$145K 0.04% 382
2017
Q3 		$3.03M Buy
27,761
+7,471
+37% +$796K 0.05% 360
2017
Q2 		$2.18M Buy
20,290
+3,192
+19% +$352K 0.04% 454
2017
Q1 		$1.87M Buy
17,098
+7,618
+80% +$817K 0.04% 488
2016
Q4 		$981K Sell
9,480
-3,191
-25% -$315K 0.02% 668
2016
Q3 		$1.21M Sell
12,671
-1,085
-8% -$115K 0.03% 567
2016
Q2 		$1.56M Buy
+13,756
New +$1.29M 0.04% 455

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advisor Group's HSY Position: Q4 2019 in Review

Advisor Group reduced its Hershey (HSY) stake by 12% in Q4 2019, selling an estimated $569K and leaving 29,347 shares worth $4.32M. The position accounts for 0.03% of the portfolio, ranked #462.

Advisor Group first reported a position in HSY in Q2 2016 and has held it in 15 quarters since. The position peaked at $5.15M in Q3 2019. 962 funds tracked by Wall St. Rank hold HSY as of Q4 2019.

  • Advisor Group held 29,347 shares of Hershey worth $4.32M as of Q4 2019.
  • Advisor Group sold 3,839 Hershey shares in Q4 2019, an estimated $569K.
  • Hershey made up 0.03% of Advisor Group's portfolio in Q4 2019, its #462 holding.
  • Advisor Group first reported a position in Hershey in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Hershey position peaked at $5.15M in Q3 2019.
  • 962 funds tracked by Wall St. Rank held Hershey as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.