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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 Sell
400
-400
-50% -$38.9K 0.01% 155
2014
Q3 		$75K Buy
800
+400
+100% +$37K 0.01% 165
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

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 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 $1.47T AUM 27.86% 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
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 $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return