Advisor Group’s Hershey HSY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-20
Closed -$4K 5149
2018
Q2
$4K Buy
+20
New +$1.86K ﹤0.01% 4464

Other funds holding HSY

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. 961 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.
  • 961 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.