FFW
HSY icon

Fusion Family Wealth’s Hershey HSY Stock Holding History

Fusion Family Wealth’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
-3,000
Closed -$322K – 192
2018
Q4 		$322K Hold
3,000
– – 0.09% 51
2018
Q3 		$306K Hold
3,000
– – 0.08% 50
2018
Q2 		$279K Hold
3,000
– – 0.08% 55
2018
Q1 		$297K Hold
3,000
– – 0.1% 46
2017
Q4 		$341K Buy
+3,000
New +$330K 0.09% 52
2017
Q3 		– Sell
-3,000
Closed -$322K – 264
2017
Q2 		$322K Hold
3,000
– – 0.11% 54
2017
Q1 		$328K Hold
3,000
– – 0.12% 54
2016
Q4 		$314K Buy
+3,000
New +$296K 0.18% 58

Other funds holding HSY

BlackRock
BlackRock New York $5.7T 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