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Doyle Wealth Management’s Hershey HSY Stock Holding History

Doyle 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
2019
Q3 		– Sell
-114
Closed -$15K – 426
2019
Q2 		$15K Buy
+114
New +$14.5K ﹤0.01% 559
2019
Q1 		– Sell
-114
Closed -$12K – 410
2018
Q4 		$12K Buy
+114
New +$12.1K ﹤0.01% 593

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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Doyle Wealth Management's HSY Position: Q3 2019 in Review

Doyle Wealth Management sold out of Hershey (HSY) in Q3 2019, closing a stake of 114 shares — an estimated $15K sold.

Doyle Wealth Management first reported a position in HSY in Q4 2018 and held it in 2 quarters. The position peaked at $15K in Q2 2019. 923 funds tracked by Wall St. Rank hold HSY as of Q3 2019.

  • Doyle Wealth Management reported no remaining Hershey position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 114 Hershey shares in Q3 2019, an estimated $15K.
  • Doyle Wealth Management first reported a position in Hershey in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Hershey position peaked at $15K in Q2 2019.
  • 923 funds tracked by Wall St. Rank held Hershey as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.