Geneva Advisors’s Hershey HSY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
$509K Buy
4,744
+19
+0.4% +$2.1K 0.01% 508
2017
Q1
$516K Buy
4,725
+1
+0% +$107 0.01% 497
2016
Q4
$489K Sell
4,724
-91
-2% -$8.99K 0.01% 482
2016
Q3
$460K Buy
4,815
+18
+0.4% +$1.9K 0.01% 484
2016
Q2
$544K Sell
4,797
-85
-2% -$7.96K 0.01% 428
2016
Q1
$450K Buy
4,882
+286
+6% +$25.5K 0.01% 456
2015
Q4
$410K Hold
4,596
0.01% 446
2015
Q3
$422K Hold
4,596
0.01% 420
2015
Q2
$408K Buy
+4,596
New +$433K 0.01% 462

Other funds holding HSY

Geneva Advisors's HSY Position: Q2 2017 in Review

Geneva Advisors increased its Hershey (HSY) stake by 0.4% in Q2 2017, buying an estimated $2.1K and bringing the position to 4,744 shares worth $509K. The position accounts for 0.01% of the portfolio, ranked #508.

Geneva Advisors first reported a position in HSY in Q2 2015 and has held it in 9 quarters since. The position peaked at $544K in Q2 2016. 767 funds tracked by Wall St. Rank hold HSY as of Q2 2017.

  • Geneva Advisors held 4,744 shares of Hershey worth $509K as of Q2 2017.
  • Geneva Advisors bought 19 Hershey shares in Q2 2017, an estimated $2.1K.
  • Hershey made up 0.01% of Geneva Advisors's portfolio in Q2 2017, its #508 holding.
  • Geneva Advisors first reported a position in Hershey in Q2 2015 and has held it in 9 quarters since.
  • Geneva Advisors's Hershey position peaked at $544K in Q2 2016.
  • 767 funds tracked by Wall St. Rank held Hershey as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.