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Calton & Associates’s Hershey HSY Stock Holding History

Calton & Associates’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
-2,735
Closed -$267K – 303
2018
Q2 		$267K Buy
+2,735
New +$255K 0.08% 211
2018
Q1 		– Sell
-977
Closed -$108K – 753
2017
Q4 		$108K Buy
+977
New +$107K 0.03% 471

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

Calton & Associates's HSY Position: Q3 2018 in Review

Calton & Associates sold out of Hershey (HSY) in Q3 2018, closing a stake of 2,735 shares — an estimated $267K sold.

Calton & Associates first reported a position in HSY in Q4 2017 and held it in 2 quarters. The position peaked at $267K in Q2 2018. 806 funds tracked by Wall St. Rank hold HSY as of Q3 2018.

  • Calton & Associates reported no remaining Hershey position as of Q3 2018 after selling out during the quarter.
  • Calton & Associates sold 2,735 Hershey shares in Q3 2018, an estimated $267K.
  • Calton & Associates first reported a position in Hershey in Q4 2017 and held it in 2 quarters.
  • Calton & Associates's Hershey position peaked at $267K in Q2 2018.
  • 806 funds tracked by Wall St. Rank held Hershey as of Q3 2018.

Based on Calton & Associates's 13F filing for Q3 2018, filed 24 Oct 2018.