AIM
HSY icon

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 – 1232
2018
Q4 		$563K Buy
+5,252
New +$558K 0.02% 619
2017
Q3 		– Sell
-431
Closed -$46K – 646
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 – 643
2016
Q2 		$522K Buy
4,597
+4,014
+689% +$376K 0.02% 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 $5.7T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return