ACI
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Alpha Cubed Investments’s Hershey HSY Stock Holding History

Alpha Cubed Investments’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 		– Sell
-17,350
Closed -$2.33M – 263
2019
Q2 		$2.33M Sell
17,350
-2,651
-13% -$337K 0.27% 73
2019
Q1 		$2.3M Buy
20,001
+967
+5% +$105K 0.28% 73
2018
Q4 		$2.04M Buy
19,034
+779
+4% +$82.8K 0.31% 63
2018
Q3 		$1.95M Buy
+18,255
New +$1.8M 0.23% 83

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

Alpha Cubed Investments's HSY Position: Q3 2019 in Review

Alpha Cubed Investments sold out of Hershey (HSY) in Q3 2019, closing a stake of 17,350 shares — an estimated $2.33M sold.

Alpha Cubed Investments first reported a position in HSY in Q3 2018 and held it in 4 quarters. The position peaked at $2.33M in Q2 2019. 923 funds tracked by Wall St. Rank hold HSY as of Q3 2019.

  • Alpha Cubed Investments reported no remaining Hershey position as of Q3 2019 after selling out during the quarter.
  • Alpha Cubed Investments sold 17,350 Hershey shares in Q3 2019, an estimated $2.33M.
  • Alpha Cubed Investments first reported a position in Hershey in Q3 2018 and held it in 4 quarters.
  • Alpha Cubed Investments's Hershey position peaked at $2.33M in Q2 2019.
  • 923 funds tracked by Wall St. Rank held Hershey as of Q3 2019.

Based on Alpha Cubed Investments's 13F filing for Q3 2019, filed 18 Oct 2019.