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Chase Investment Counsel’s Hershey HSY Stock Holding History

Chase Investment Counsel’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
-39,362
Closed -$3.83M – 110
2014
Q2 		$3.83M Sell
39,362
-8,255
-17% -$810K 1.3% 36
2014
Q1 		$4.97M Buy
+47,617
New +$4.87M 1.68% 26

Other funds holding HSY

HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 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 $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Chase Investment Counsel's HSY Position: Q3 2014 in Review

Chase Investment Counsel sold out of Hershey (HSY) in Q3 2014, closing a stake of 39,362 shares — an estimated $3.83M sold.

Chase Investment Counsel first reported a position in HSY in Q1 2014 and held it in 2 quarters. The position peaked at $4.97M in Q1 2014. 631 funds tracked by Wall St. Rank hold HSY as of Q3 2014.

  • Chase Investment Counsel reported no remaining Hershey position as of Q3 2014 after selling out during the quarter.
  • Chase Investment Counsel sold 39,362 Hershey shares in Q3 2014, an estimated $3.83M.
  • Chase Investment Counsel first reported a position in Hershey in Q1 2014 and held it in 2 quarters.
  • Chase Investment Counsel's Hershey position peaked at $4.97M in Q1 2014.
  • 631 funds tracked by Wall St. Rank held Hershey as of Q3 2014.

Based on Chase Investment Counsel's 13F filing for Q3 2014, filed 5 Nov 2014.