First Allied Advisory Services’s Hershey HSY Stock Holding History

First Allied Advisory Services’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
2020 Q3	$624K	Sell	4,351 -1,576	-27%	-$223K	0.02%	615
2020 Q2	$768K	Sell	5,927 -1,142	-16%	-$154K	0.03%	521
2020 Q1	$937K	Sell	7,069 -580	-8%	-$85.6K	0.04%	406
2019 Q4	$1.11M	Sell	7,649 -301	-4%	-$44.6K	0.04%	443
2019 Q3	$1.23M	Sell	7,950 -27	-0.3%	-$4.08K	0.04%	412
2019 Q2	$1.07M	Sell	7,977 -8,857	-53%	-$1.13M	0.04%	446
2019 Q1	$1.93M	Buy	16,834 +103	+0.6%	+$11.2K	0.07%	303
2018 Q4	$1.79M	Buy	16,731 +206	+1%	+$21.9K	0.07%	291
2018 Q3	$1.69M	Buy	16,525 +464	+3%	+$45.9K	0.06%	334
2018 Q2	$1.5M	Buy	16,061 +907	+6%	+$84.6K	0.06%	344
2018 Q1	$1.49M	Buy	15,154 +833	+6%	+$86.1K	0.06%	347
2017 Q4	$1.63M	Buy	14,321 +186	+1%	+$20.5K	0.06%	321
2017 Q3	$1.54M	Sell	14,135 -1,380	-9%	-$147K	0.07%	303
2017 Q2	$1.67M	Buy	15,515 +9,087	+141%	+$1M	0.07%	284
2017 Q1	$705K	Buy	6,428 +948	+17%	+$102K	0.04%	478
2016 Q4	$567K	Buy	5,480 +1,582	+41%	+$156K	0.03%	547
2016 Q3	$373K	Sell	3,898 -1,071	-22%	-$113K	0.02%	662
2016 Q2	$560K	Buy	4,969 +682	+16%	+$63.8K	0.03%	512
2016 Q1	$393K	Sell	4,287 -478	-10%	-$42.6K	0.02%	637
2015 Q4	$424K	Buy	4,765 +2,484	+109%	+$223K	0.02%	646
2015 Q3	$207K	Sell	2,281 -582	-20%	-$53K	0.01%	908
2015 Q2	$253K	Buy	2,863 +360	+14%	+$33.9K	0.01%	900
2015 Q1	$253K	Buy	2,503 +130	+5%	+$13.6K	0.02%	860
2014 Q4	$247K	Buy	+2,373	New	+$231K	0.02%	845

Other funds holding HSY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

First Allied Advisory Services's HSY Position: Q3 2020 in Review

First Allied Advisory Services reduced its Hershey (HSY) stake by 27% in Q3 2020, selling an estimated $223K and leaving 4,351 shares worth $624K. The position accounts for 0.02% of the portfolio, ranked #615.

First Allied Advisory Services first reported a position in HSY in Q4 2014 and has held it in 24 quarters since. The position peaked at $1.93M in Q1 2019. 926 funds tracked by Wall St. Rank hold HSY as of Q3 2020.

First Allied Advisory Services held 4,351 shares of Hershey worth $624K as of Q3 2020.
First Allied Advisory Services sold 1,576 Hershey shares in Q3 2020, an estimated $223K.
Hershey made up 0.02% of First Allied Advisory Services's portfolio in Q3 2020, its #615 holding.
First Allied Advisory Services first reported a position in Hershey in Q4 2014 and has held it in 24 quarters since.
First Allied Advisory Services's Hershey position peaked at $1.93M in Q1 2019.
926 funds tracked by Wall St. Rank held Hershey as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.