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Cerity Partners OCIO’s Hershey HSY Stock Holding History

Cerity Partners OCIO’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
2019
Q1 		– Sell
-8,788
Closed -$942K – 310
2018
Q4 		$942K Buy
8,788
+217
+3% +$23.1K 0.06% 142
2018
Q3 		$874K Buy
8,571
+77
+0.9% +$7.61K 0.05% 142
2018
Q2 		$790K Buy
8,494
+605
+8% +$56.4K 0.05% 136
2018
Q1 		$781K Sell
7,889
-145
-2% -$15K 0.05% 137
2017
Q4 		$912K Buy
8,034
+171
+2% +$18.8K 0.06% 140
2017
Q3 		$858K Sell
7,863
-175
-2% -$18.6K 0.06% 129
2017
Q2 		$863K Buy
8,038
+536
+7% +$59.1K 0.07% 123
2017
Q1 		$819K Buy
+7,502
New +$804K 0.07% 145
2016
Q3 		– Sell
-2,307
Closed -$226K – 216
2016
Q2 		$226K Sell
2,307
-1,148
-33% -$107K 0.02% 191
2016
Q1 		$318K Buy
3,455
+789
+30% +$70.4K 0.03% 176
2015
Q4 		$238K Buy
2,666
+111
+4% +$9.96K 0.03% 192
2015
Q3 		$235K Buy
2,555
+232
+10% +$21.1K 0.03% 196
2015
Q2 		$206K Buy
+2,323
New +$219K 0.02% 208

Other funds holding HSY

BlackRock
BlackRock New York $5.7T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return