FA
HSY icon

FMA Advisory’s Hershey HSY Stock Holding History

FMA Advisory’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
Q1 		– Sell
-2,030
Closed -$218K – 151
2018
Q4 		$218K Buy
2,030
+6
+0.3% +$638 0.11% 139
2018
Q3 		$206K Buy
+2,024
New +$200K 0.09% 143
2018
Q2 		– Sell
-2,070
Closed -$205K – 149
2018
Q1 		$205K Sell
2,070
-168
-8% -$17.4K 0.1% 140
2017
Q4 		$254K Buy
2,238
+81
+4% +$8.91K 0.12% 135
2017
Q3 		$235K Buy
2,157
+6
+0.3% +$639 0.14% 125
2017
Q2 		$231 Sell
2,151
-69
-3% -$7.61K 0.12% 105
2017
Q1 		$243K Buy
+2,220
New +$238K 0.12% 132
2015
Q2 		$189K Buy
+2,126
New +$200K 0.12% 117
2013
Q4 		– Sell
-2,434
Closed -$225K – 143
2013
Q3 		$225K Buy
2,434
+4
+0.2% +$373 0.09% 164
2013
Q2 		$217K Buy
+2,430
New +$215K 0.09% 161

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

FMA Advisory's HSY Position: Q1 2019 in Review

FMA Advisory sold out of Hershey (HSY) in Q1 2019, closing a stake of 2,030 shares — an estimated $218K sold.

FMA Advisory first reported a position in HSY in Q2 2013 and held it in 10 quarters. The position peaked at $254K in Q4 2017. 859 funds tracked by Wall St. Rank hold HSY as of Q1 2019.

  • FMA Advisory reported no remaining Hershey position as of Q1 2019 after selling out during the quarter.
  • FMA Advisory sold 2,030 Hershey shares in Q1 2019, an estimated $218K.
  • FMA Advisory first reported a position in Hershey in Q2 2013 and held it in 10 quarters.
  • FMA Advisory's Hershey position peaked at $254K in Q4 2017.
  • 859 funds tracked by Wall St. Rank held Hershey as of Q1 2019.

Based on FMA Advisory's 13F filing for Q1 2019, filed 12 Apr 2021.