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Cornerstone Wealth Management’s Hershey HSY Stock Holding History

Cornerstone Wealth 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
2018
Q4 		– Sell
-27,189
Closed -$252K – 692
2018
Q3 		$252K Sell
27,189
-3,744
-12% -$370K ﹤0.01% 1123
2018
Q2 		$335K Buy
+30,933
New +$2.88M ﹤0.01% 1151

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
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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Cornerstone Wealth Management's HSY Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Hershey (HSY) in Q4 2018, closing a stake of 27,189 shares — an estimated $252K sold.

Cornerstone Wealth Management first reported a position in HSY in Q2 2018 and held it in 2 quarters. The position peaked at $335K in Q2 2018. 847 funds tracked by Wall St. Rank hold HSY as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Hershey position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 27,189 Hershey shares in Q4 2018, an estimated $252K.
  • Cornerstone Wealth Management first reported a position in Hershey in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Hershey position peaked at $335K in Q2 2018.
  • 847 funds tracked by Wall St. Rank held Hershey as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.