DA
HSY icon

Doliver Advisors’s Hershey HSY Stock Holding History

Doliver 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
2018
Q4 		– Sell
-2,436
Closed -$248K – 180
2018
Q3 		$248K Sell
2,436
-770
-24% -$76.1K 0.1% 127
2018
Q2 		$298K Buy
3,206
+406
+15% +$37.9K 0.12% 119
2018
Q1 		$277K Buy
+2,800
New +$289K 0.12% 163

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

Doliver Advisors's HSY Position: Q4 2018 in Review

Doliver Advisors sold out of Hershey (HSY) in Q4 2018, closing a stake of 2,436 shares — an estimated $248K sold.

Doliver Advisors first reported a position in HSY in Q1 2018 and held it in 3 quarters. The position peaked at $298K in Q2 2018. 847 funds tracked by Wall St. Rank hold HSY as of Q4 2018.

  • Doliver Advisors reported no remaining Hershey position as of Q4 2018 after selling out during the quarter.
  • Doliver Advisors sold 2,436 Hershey shares in Q4 2018, an estimated $248K.
  • Doliver Advisors first reported a position in Hershey in Q1 2018 and held it in 3 quarters.
  • Doliver Advisors's Hershey position peaked at $298K in Q2 2018.
  • 847 funds tracked by Wall St. Rank held Hershey as of Q4 2018.

Based on Doliver Advisors's 13F filing for Q4 2018, filed 31 Jan 2019.