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Alpha Windward’s Hershey HSY Stock Holding History

Alpha Windward’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
2015
Q3 		– Sell
-2,123
Closed -$189K – 437
2015
Q2 		$189K Sell
2,123
-12
-0.6% -$1.13K 0.13% 249
2015
Q1 		$215K Sell
2,135
-57
-3% -$5.95K 0.14% 235
2014
Q4 		$228K Buy
2,192
+70
+3% +$6.82K 0.15% 232
2014
Q3 		$203K Sell
2,122
-43
-2% -$3.98K 0.14% 229
2014
Q2 		$211K Sell
2,165
-71
-3% -$6.96K 0.14% 223
2014
Q1 		$233K Sell
2,236
-155
-6% -$15.9K 0.16% 200
2013
Q4 		$232K Sell
2,391
-23
-1% -$2.21K 0.16% 213
2013
Q3 		$223K Buy
2,414
+19
+0.8% +$1.77K 0.17% 200
2013
Q2 		$214K Buy
+2,395
New +$212K 0.17% 198

Other funds holding HSY

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return