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Calvert Investment Management’s Hershey HSY Stock Holding History

Calvert Investment Management’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
2017
Q1 		– Sell
-15,256
Closed -$1.58M – 268
2016
Q4 		$1.58M Sell
15,256
-1,217
-7% -$120K 0.06% 318
2016
Q3 		$1.57M Buy
16,473
+1,172
+8% +$124K 0.06% 321
2016
Q2 		$1.74M Buy
+15,301
New +$1.43M 0.07% 272
2015
Q4 		– Sell
-11,092
Closed -$1.02M – 721
2015
Q3 		$1.02M Sell
11,092
-15
-0.1% -$1.37K 0.05% 222
2015
Q2 		$987K Buy
11,107
+4,607
+71% +$434K 0.04% 240
2015
Q1 		$656K Buy
6,500
+635
+11% +$66.3K 0.04% 288
2014
Q4 		$610K Buy
5,865
+392
+7% +$38.2K 0.04% 291
2014
Q3 		$522K Buy
+5,473
New +$507K 0.04% 307

Other funds holding HSY

HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Calvert Investment Management's HSY Position: Q1 2017 in Review

Calvert Investment Management sold out of Hershey (HSY) in Q1 2017, closing a stake of 15,256 shares — an estimated $1.58M sold.

Calvert Investment Management first reported a position in HSY in Q3 2014 and held it in 8 quarters. The position peaked at $1.74M in Q2 2016. 770 funds tracked by Wall St. Rank hold HSY as of Q1 2017.

  • Calvert Investment Management reported no remaining Hershey position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 15,256 Hershey shares in Q1 2017, an estimated $1.58M.
  • Calvert Investment Management first reported a position in Hershey in Q3 2014 and held it in 8 quarters.
  • Calvert Investment Management's Hershey position peaked at $1.74M in Q2 2016.
  • 770 funds tracked by Wall St. Rank held Hershey as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.