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Ascent Wealth Partners’s Hershey HSY Stock Holding History

Ascent Wealth Partners’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
2018
Q1 		– Sell
-24,946
Closed -$2.83M – 124
2017
Q4 		$2.83M Sell
24,946
-795
-3% -$87.5K 1.05% 38
2017
Q3 		$2.81M Buy
25,741
+300
+1% +$32K 1.13% 35
2017
Q2 		$2.73M Buy
25,441
+275
+1% +$30.3K 1.18% 34
2017
Q1 		$2.75M Buy
25,166
+215
+0.9% +$23.1K 1.24% 34
2016
Q4 		$2.58M Sell
24,951
-81
-0.3% -$8K 1.27% 32
2016
Q3 		$2.39M Buy
25,032
+1,230
+5% +$130K 1.21% 35
2016
Q2 		$2.7M Sell
23,802
-18
-0.1% -$1.69K 1.4% 29
2016
Q1 		$2.19M Buy
23,820
+2,560
+12% +$228K 1.18% 39
2015
Q4 		$1.9M Sell
21,260
-1,730
-8% -$155K 1.06% 40
2015
Q3 		$2.11M Buy
22,990
+310
+1% +$28.2K 1.26% 36
2015
Q2 		$2.01M Buy
+22,680
New +$2.14M 1.11% 39

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
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Ascent Wealth Partners's HSY Position: Q1 2018 in Review

Ascent Wealth Partners sold out of Hershey (HSY) in Q1 2018, closing a stake of 24,946 shares — an estimated $2.83M sold.

Ascent Wealth Partners first reported a position in HSY in Q2 2015 and held it in 11 quarters. The position peaked at $2.83M in Q4 2017. 772 funds tracked by Wall St. Rank hold HSY as of Q1 2018.

  • Ascent Wealth Partners reported no remaining Hershey position as of Q1 2018 after selling out during the quarter.
  • Ascent Wealth Partners sold 24,946 Hershey shares in Q1 2018, an estimated $2.83M.
  • Ascent Wealth Partners first reported a position in Hershey in Q2 2015 and held it in 11 quarters.
  • Ascent Wealth Partners's Hershey position peaked at $2.83M in Q4 2017.
  • 772 funds tracked by Wall St. Rank held Hershey as of Q1 2018.

Based on Ascent Wealth Partners's 13F filing for Q1 2018, filed 21 Aug 2019.