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Boulegeris Investments’s Hershey HSY Stock Holding History

Boulegeris Investments’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
Q3 		– Sell
-10,751
Closed -$1M – 18
2018
Q2 		$1M Sell
10,751
-49
-0.5% -$4.57K 0.5% 34
2018
Q1 		$1.07M Sell
10,800
-730
-6% -$75.4K 0.59% 32
2017
Q4 		$1.31M Sell
11,530
-200
-2% -$22K 0.68% 24
2017
Q3 		$1.28M Hold
11,730
– – 0.71% 24
2017
Q2 		$1.26M Sell
11,730
-950
-7% -$105K 0.71% 22
2017
Q1 		$1.39M Sell
12,680
-1,435
-10% -$154K 0.83% 21
2016
Q4 		$1.46M Sell
14,115
-3,150
-18% -$311K 0.89% 23
2016
Q3 		$1.65M Sell
17,265
-10,900
-39% -$1.15M 1.05% 20
2016
Q2 		$3.2M Sell
28,165
-5,230
-16% -$490K 2.17% 12
2016
Q1 		$3.08M Hold
33,395
– – 2.17% 12
2015
Q4 		$2.98M Sell
33,395
-4,150
-11% -$372K 2.16% 13
2015
Q3 		$3.45M Buy
37,545
+2,295
+7% +$209K 2.64% 13
2015
Q2 		$3.13M Buy
35,250
+2,300
+7% +$217K 2.25% 15
2015
Q1 		$3.33M Buy
32,950
+293
+0.9% +$30.6K 2.45% 15
2014
Q4 		$3.39M Buy
32,657
+5,077
+18% +$494K 2.7% 13
2014
Q3 		$2.63M Buy
+27,580
New +$2.55M 2.15% 15

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
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Boulegeris Investments's HSY Position: Q3 2018 in Review

Boulegeris Investments sold out of Hershey (HSY) in Q3 2018, closing a stake of 10,751 shares — an estimated $1M sold.

Boulegeris Investments first reported a position in HSY in Q3 2014 and held it in 16 quarters. The position peaked at $3.45M in Q3 2015. 806 funds tracked by Wall St. Rank hold HSY as of Q3 2018.

  • Boulegeris Investments reported no remaining Hershey position as of Q3 2018 after selling out during the quarter.
  • Boulegeris Investments sold 10,751 Hershey shares in Q3 2018, an estimated $1M.
  • Boulegeris Investments first reported a position in Hershey in Q3 2014 and held it in 16 quarters.
  • Boulegeris Investments's Hershey position peaked at $3.45M in Q3 2015.
  • 806 funds tracked by Wall St. Rank held Hershey as of Q3 2018.

Based on Boulegeris Investments's 13F filing for Q3 2018.