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Boston Advisors’s Hershey HSY Stock Holding History

Boston Advisors’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
Q3 		$4.18M Buy
26,985
+162
+0.6% +$24.5K 0.22% 122
2019
Q2 		$3.6M Sell
26,823
-68,544
-72% -$8.71M 0.19% 143
2019
Q1 		$11M Buy
95,367
+16,608
+21% +$1.81M 0.56% 36
2018
Q4 		$8.44M Sell
78,759
-13,788
-15% -$1.47M 0.49% 48
2018
Q3 		$9.44M Buy
92,547
+49,891
+117% +$4.93M 0.41% 50
2018
Q2 		$3.97M Buy
42,656
+26,784
+169% +$2.5M 0.1% 215
2018
Q1 		$1.57M Buy
15,872
+689
+5% +$71.2K 0.04% 299
2017
Q4 		$1.72M Sell
15,183
-925
-6% -$102K 0.04% 294
2017
Q3 		$1.76M Sell
16,108
-8,525
-35% -$908K 0.04% 298
2017
Q2 		$2.65M Buy
24,633
+14,804
+151% +$1.63M 0.06% 281
2017
Q1 		$1.07M Sell
9,829
-173,455
-95% -$18.6M 0.03% 349
2016
Q4 		$19M Buy
183,284
+175,321
+2,202% +$17.3M 0.45% 56
2016
Q3 		$761K Sell
7,963
-61
-0.8% -$6.45K 0.02% 408
2016
Q2 		$911K Sell
8,024
-165,016
-95% -$15.4M 0.02% 361
2016
Q1 		$15.9M Buy
173,040
+12,735
+8% +$1.14M 0.39% 77
2015
Q4 		$14.3M Buy
160,305
+124,875
+352% +$11.2M 0.33% 91
2015
Q3 		$3.25M Buy
+35,430
New +$3.23M 0.12% 216
2015
Q2 		– Sell
-14,600
Closed -$1.47M – 666
2015
Q1 		$1.47M Sell
14,600
-500
-3% -$52.2K 0.06% 242
2014
Q4 		$1.57M Sell
15,100
-3,165
-17% -$308K 0.07% 220
2014
Q3 		$1.74M Sell
18,265
-52,504
-74% -$4.86M 0.07% 214
2014
Q2 		$6.89M Buy
70,769
+3,354
+5% +$329K 0.29% 99
2014
Q1 		$7.04M Buy
67,415
+39,085
+138% +$4M 0.31% 97
2013
Q4 		$2.75M Buy
28,330
+8,350
+42% +$803K 0.13% 158
2013
Q3 		$1.85M Buy
+19,980
New +$1.86M 0.1% 188

Other funds holding HSY

BlackRock
BlackRock New York $5.72T 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Advisors's HSY Position: Q3 2019 in Review

Boston Advisors increased its Hershey (HSY) stake by 0.6% in Q3 2019, buying an estimated $24.5K and bringing the position to 26,985 shares worth $4.18M. The position accounts for 0.22% of the portfolio, ranked #122.

Boston Advisors first reported a position in HSY in Q3 2013 and has held it in 24 quarters since. The position peaked at $19M in Q4 2016. 923 funds tracked by Wall St. Rank hold HSY as of Q3 2019.

  • Boston Advisors held 26,985 shares of Hershey worth $4.18M as of Q3 2019.
  • Boston Advisors bought 162 Hershey shares in Q3 2019, an estimated $24.5K.
  • Hershey made up 0.22% of Boston Advisors's portfolio in Q3 2019, its #122 holding.
  • Boston Advisors first reported a position in Hershey in Q3 2013 and has held it in 24 quarters since.
  • Boston Advisors's Hershey position peaked at $19M in Q4 2016.
  • 923 funds tracked by Wall St. Rank held Hershey as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.