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Banyan Partners’s Hershey HSY Stock Holding History

Banyan 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
2014
Q3 		$1.81M Sell
18,944
-1,396
-7% -$129K 0.15% 157
2014
Q2 		$1.98M Sell
20,340
-1,573
-7% -$154K 0.17% 151
2014
Q1 		$2.29M Buy
21,913
+624
+3% +$63.8K 0.2% 134
2013
Q4 		$2.07M Buy
+21,289
New +$2.05M 0.15% 154

Other funds holding HSY

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Banyan Partners's HSY Position: Q3 2014 in Review

Banyan Partners reduced its Hershey (HSY) stake by 6.9% in Q3 2014, selling an estimated $129K and leaving 18,944 shares worth $1.81M. The position accounts for 0.15% of the portfolio, ranked #157.

Banyan Partners first reported a position in HSY in Q4 2013 and has held it in 4 quarters since. The position peaked at $2.29M in Q1 2014. 630 funds tracked by Wall St. Rank hold HSY as of Q3 2014.

  • Banyan Partners held 18,944 shares of Hershey worth $1.81M as of Q3 2014.
  • Banyan Partners sold 1,396 Hershey shares in Q3 2014, an estimated $129K.
  • Hershey made up 0.15% of Banyan Partners's portfolio in Q3 2014, its #157 holding.
  • Banyan Partners first reported a position in Hershey in Q4 2013 and has held it in 4 quarters since.
  • Banyan Partners's Hershey position peaked at $2.29M in Q1 2014.
  • 630 funds tracked by Wall St. Rank held Hershey as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.