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Davidson Investment Advisors’s Hershey HSY Stock Holding History

Davidson Investment Advisors’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
2015
Q3 		– Sell
-200
Closed -$17K – 212
2015
Q2 		$17K Sell
200
-200
-50% -$18.9K ﹤0.01% 184
2015
Q1 		$40K Hold
400
– – 0.01% 159
2014
Q4 		$41K Hold
400
– – 0.01% 155
2014
Q3 		$38K Hold
400
– – 0.01% 157
2014
Q2 		$38K Hold
400
– – 0.01% 160
2014
Q1 		$41K Hold
400
– – 0.01% 152
2013
Q4 		$38K Hold
400
– – 0.01% 151
2013
Q3 		$37K Hold
400
– – 0.01% 152
2013
Q2 		$35K Buy
+400
New +$35.3K 0.01% 160

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Davidson Investment Advisors's HSY Position: Q3 2015 in Review

Davidson Investment Advisors sold out of Hershey (HSY) in Q3 2015, closing a stake of 200 shares — an estimated $17K sold.

Davidson Investment Advisors first reported a position in HSY in Q2 2013 and held it in 9 quarters. The position peaked at $41K in Q4 2014. 664 funds tracked by Wall St. Rank hold HSY as of Q3 2015.

  • Davidson Investment Advisors reported no remaining Hershey position as of Q3 2015 after selling out during the quarter.
  • Davidson Investment Advisors sold 200 Hershey shares in Q3 2015, an estimated $17K.
  • Davidson Investment Advisors first reported a position in Hershey in Q2 2013 and held it in 9 quarters.
  • Davidson Investment Advisors's Hershey position peaked at $41K in Q4 2014.
  • 664 funds tracked by Wall St. Rank held Hershey as of Q3 2015.

Based on Davidson Investment Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.