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Caldwell & Orkin’s Hershey HSY Stock Holding History

Caldwell & Orkin’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 		– Sell
-14,115
Closed -$1.37M – 77
2014
Q2 		$1.37M Sell
14,115
-25,100
-64% -$2.46M 0.7% 57
2014
Q1 		$4.09M Sell
39,215
-11,800
-23% -$1.21M 2.67% 11
2013
Q4 		$4.96M Hold
51,015
– – 2.69% 11
2013
Q3 		$4.72M Sell
51,015
-36,700
-42% -$3.42M 2.77% 6
2013
Q2 		$7.83M Buy
+87,715
New +$7.75M 4.3% 3

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

Caldwell & Orkin's HSY Position: Q3 2014 in Review

Caldwell & Orkin sold out of Hershey (HSY) in Q3 2014, closing a stake of 14,115 shares — an estimated $1.37M sold.

Caldwell & Orkin first reported a position in HSY in Q2 2013 and held it in 5 quarters. The position peaked at $7.83M in Q2 2013. 630 funds tracked by Wall St. Rank hold HSY as of Q3 2014.

  • Caldwell & Orkin reported no remaining Hershey position as of Q3 2014 after selling out during the quarter.
  • Caldwell & Orkin sold 14,115 Hershey shares in Q3 2014, an estimated $1.37M.
  • Caldwell & Orkin first reported a position in Hershey in Q2 2013 and held it in 5 quarters.
  • Caldwell & Orkin's Hershey position peaked at $7.83M in Q2 2013.
  • 630 funds tracked by Wall St. Rank held Hershey as of Q3 2014.

Based on Caldwell & Orkin's 13F filing for Q3 2014, filed 10 Nov 2014.