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Epoch Investment Partners’s Hershey HSY Stock Holding History

Epoch Investment Partners’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
2016
Q2 		– Sell
-28,915
Closed -$2.66M – 289
2016
Q1 		$2.66M Buy
28,915
+967
+3% +$86.3K 0.01% 211
2015
Q4 		$2.5M Buy
27,948
+22,658
+428% +$2.03M 0.01% 208
2015
Q3 		$486K Buy
5,290
+418
+9% +$38.1K ﹤0.01% 252
2015
Q2 		$433K Buy
4,872
+48
+1% +$4.53K ﹤0.01% 261
2015
Q1 		$487K Buy
4,824
+1,190
+33% +$124K ﹤0.01% 261
2014
Q4 		$378K Buy
3,634
+1,444
+66% +$141K ﹤0.01% 262
2014
Q3 		$209K Buy
+2,190
New +$203K ﹤0.01% 275

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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Epoch Investment Partners's HSY Position: Q2 2016 in Review

Epoch Investment Partners sold out of Hershey (HSY) in Q2 2016, closing a stake of 28,915 shares — an estimated $2.66M sold.

Epoch Investment Partners first reported a position in HSY in Q3 2014 and held it in 7 quarters. The position peaked at $2.66M in Q1 2016. 724 funds tracked by Wall St. Rank hold HSY as of Q2 2016.

  • Epoch Investment Partners reported no remaining Hershey position as of Q2 2016 after selling out during the quarter.
  • Epoch Investment Partners sold 28,915 Hershey shares in Q2 2016, an estimated $2.66M.
  • Epoch Investment Partners first reported a position in Hershey in Q3 2014 and held it in 7 quarters.
  • Epoch Investment Partners's Hershey position peaked at $2.66M in Q1 2016.
  • 724 funds tracked by Wall St. Rank held Hershey as of Q2 2016.

Based on Epoch Investment Partners's 13F filing for Q2 2016, filed 12 Aug 2016.