AIM
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Assured Investment Management’s Hershey HSY Stock Holding History

Assured Investment Management’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
Q1 		– Sell
-5,252
Closed -$563K – 1228
2018
Q4 		$563K Buy
+5,252
New +$558K 0.02% 619
2017
Q3 		– Sell
-431
Closed -$46K – 639
2017
Q2 		$46K Sell
431
-1,187
-73% -$131K ﹤0.01% 571
2017
Q1 		$177K Buy
+1,618
New +$173K ﹤0.01% 528
2016
Q3 		– Sell
-4,597
Closed -$522K – 638
2016
Q2 		$522K Buy
4,597
+4,014
+689% +$376K 0.01% 400
2016
Q1 		$54K Sell
583
-960
-62% -$85.6K ﹤0.01% 563
2015
Q4 		$138K Buy
+1,543
New +$138K ﹤0.01% 517

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Assured Investment Management's HSY Position: Q1 2019 in Review

Assured Investment Management sold out of Hershey (HSY) in Q1 2019, closing a stake of 5,252 shares — an estimated $563K sold.

Assured Investment Management first reported a position in HSY in Q4 2015 and held it in 6 quarters. The position peaked at $563K in Q4 2018. 860 funds tracked by Wall St. Rank hold HSY as of Q1 2019.

  • Assured Investment Management reported no remaining Hershey position as of Q1 2019 after selling out during the quarter.
  • Assured Investment Management sold 5,252 Hershey shares in Q1 2019, an estimated $563K.
  • Assured Investment Management first reported a position in Hershey in Q4 2015 and held it in 6 quarters.
  • Assured Investment Management's Hershey position peaked at $563K in Q4 2018.
  • 860 funds tracked by Wall St. Rank held Hershey as of Q1 2019.

Based on Assured Investment Management's 13F filing for Q1 2019, filed 16 May 2019.