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Aris Wealth Services’s Hershey HSY Stock Holding History

Aris Wealth Services’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 		$220K Buy
2,393
+1,050
+78% +$95.7K 0.46% 35
2015
Q2 		$119K Sell
1,343
-22
-2% -$2.07K 0.11% 134
2015
Q1 		$138K Buy
+1,365
New +$142K 0.13% 121

Other funds holding HSY

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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 $1.56T 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

Aris Wealth Services's HSY Position: Q3 2015 in Review

Aris Wealth Services increased its Hershey (HSY) stake by 78% in Q3 2015, buying an estimated $95.7K and bringing the position to 2,393 shares worth $220K. The position accounts for 0.46% of the portfolio, ranked #35.

Aris Wealth Services first reported a position in HSY in Q1 2015 and has held it in 3 quarters since. 662 funds tracked by Wall St. Rank hold HSY as of Q3 2015.

  • Aris Wealth Services held 2,393 shares of Hershey worth $220K as of Q3 2015.
  • Aris Wealth Services bought 1,050 Hershey shares in Q3 2015, an estimated $95.7K.
  • Hershey made up 0.46% of Aris Wealth Services's portfolio in Q3 2015, its #35 holding.
  • Aris Wealth Services first reported a position in Hershey in Q1 2015 and has held it in 3 quarters since.
  • 662 funds tracked by Wall St. Rank held Hershey as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.