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Brinker Capital’s Hershey HSY Stock Holding History

Brinker Capital’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
2020
Q2 		$1.85M Buy
+14,246
New +$1.92M 0.06% 321
2019
Q2 		– Sell
-18,310
Closed -$2.1M – 948
2019
Q1 		$2.1M Buy
18,310
+2,446
+15% +$266K 0.08% 253
2018
Q4 		$1.7M Sell
15,864
-2,867
-15% -$305K 0.08% 257
2018
Q3 		$1.91M Buy
18,731
+991
+6% +$97.9K 0.07% 300
2018
Q2 		$1.65M Buy
+17,740
New +$1.65M 0.06% 328
2016
Q4 		– Sell
-5,226
Closed -$500K – 663
2016
Q3 		$500K Buy
+5,226
New +$553K 0.05% 197

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 $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Brinker Capital's HSY Position: Q2 2020 in Review

Brinker Capital opened a new position in Hershey (HSY) in Q2 2020: 14,246 shares worth $1.85M. The stake represents 0.06% of the portfolio and ranks #321 among its holdings. This is a return to the name: Brinker Capital previously reported a position in HSY as recently as Q1 2019.

Brinker Capital first reported a position in HSY in Q3 2016 and has held it in 6 quarters since. The position peaked at $2.1M in Q1 2019. 914 funds tracked by Wall St. Rank hold HSY as of Q2 2020.

  • Brinker Capital held 14,246 shares of Hershey worth $1.85M as of Q2 2020.
  • Hershey was a new Brinker Capital position in Q2 2020.
  • Hershey made up 0.06% of Brinker Capital's portfolio in Q2 2020, its #321 holding.
  • Brinker Capital first reported a position in Hershey in Q3 2016 and has held it in 6 quarters since.
  • Brinker Capital's Hershey position peaked at $2.1M in Q1 2019.
  • 914 funds tracked by Wall St. Rank held Hershey as of Q2 2020.

Based on Brinker Capital's 13F filing for Q2 2020, filed 30 Jul 2020.