Convergence Investment Partners’s Hershey HSY Stock Holding History

Convergence Investment Partners’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
2020 Q1	–	Sell	-8,503	Closed	-$1.25M	–	236
2019 Q4	$1.25M	Sell	8,503 -299	-3%	-$44.3K	0.36%	96
2019 Q3	$1.36M	Sell	8,802 -4,374	-33%	-$661K	0.38%	88
2019 Q2	$1.77M	Sell	13,176 -1,814	-12%	-$230K	0.43%	87
2019 Q1	$1.72M	Buy	+14,990	New	+$1.63M	0.38%	102
2018 Q2	–	Sell	-33,806	Closed	-$3.35M	–	577
2018 Q1	$3.35M	Buy	+33,806	New	+$3.49M	0.44%	86
2014 Q3	–	Sell	-14,634	Closed	-$1.43M	–	386
2014 Q2	$1.43M	Buy	+14,634	New	+$1.44M	0.19%	176

Other funds holding HSY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Convergence Investment Partners's HSY Position: Q1 2020 in Review

Convergence Investment Partners sold out of Hershey (HSY) in Q1 2020, closing a stake of 8,503 shares — an estimated $1.25M sold.

Convergence Investment Partners first reported a position in HSY in Q2 2014 and held it in 6 quarters. The position peaked at $3.35M in Q1 2018. 915 funds tracked by Wall St. Rank hold HSY as of Q1 2020.

Convergence Investment Partners reported no remaining Hershey position as of Q1 2020 after selling out during the quarter.
Convergence Investment Partners sold 8,503 Hershey shares in Q1 2020, an estimated $1.25M.
Convergence Investment Partners first reported a position in Hershey in Q2 2014 and held it in 6 quarters.
Convergence Investment Partners's Hershey position peaked at $3.35M in Q1 2018.
915 funds tracked by Wall St. Rank held Hershey as of Q1 2020.

Based on Convergence Investment Partners's 13F filing for Q1 2020, filed 23 Apr 2020.