DBT
HSY icon

Dubuque Bank & Trust’s Hershey HSY Stock Holding History

Dubuque Bank & Trust’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
Q3 		– Sell
-11
Closed -$1K – 674
2018
Q2 		$1K Hold
11
– – ﹤0.01% 666
2018
Q1 		$1K Buy
+11
New +$1.14K ﹤0.01% 694
2017
Q3 		– Sell
-195
Closed -$21K – 654
2017
Q2 		$21K Buy
195
+170
+680% +$18.8K ﹤0.01% 394
2017
Q1 		$3K Buy
+25
New +$2.68K ﹤0.01% 592
2016
Q2 		– Sell
-64
Closed -$6K – 599
2016
Q1 		$6K Sell
64
-12
-16% -$1.07K ﹤0.01% 508
2015
Q4 		$7K Buy
+76
New +$6.82K ﹤0.01% 564

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dubuque Bank & Trust's HSY Position: Q3 2018 in Review

Dubuque Bank & Trust sold out of Hershey (HSY) in Q3 2018, closing a stake of 11 shares — an estimated $1K sold.

Dubuque Bank & Trust first reported a position in HSY in Q4 2015 and held it in 6 quarters. The position peaked at $21K in Q2 2017. 806 funds tracked by Wall St. Rank hold HSY as of Q3 2018.

  • Dubuque Bank & Trust reported no remaining Hershey position as of Q3 2018 after selling out during the quarter.
  • Dubuque Bank & Trust sold 11 Hershey shares in Q3 2018, an estimated $1K.
  • Dubuque Bank & Trust first reported a position in Hershey in Q4 2015 and held it in 6 quarters.
  • Dubuque Bank & Trust's Hershey position peaked at $21K in Q2 2017.
  • 806 funds tracked by Wall St. Rank held Hershey as of Q3 2018.

Based on Dubuque Bank & Trust's 13F filing for Q3 2018, filed 30 Oct 2018.