Genovese Burford & Brothers Wealth & Retirement Plan Management’s Hershey HSY Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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
2018 Q3	–	Sell	-566	Closed	-$53K	–	205
2018 Q2	$53K	Hold	566	–	–	0.02%	171
2018 Q1	$56K	Buy	+566	New	+$58.5K	0.02%	162
2017 Q4	–	Sell	-766	Closed	-$83K	–	329
2017 Q3	$83K	Hold	766	–	–	0.03%	109
2017 Q2	$82K	Hold	766	–	–	0.03%	112
2017 Q1	$84K	Sell	766 -94	-11%	-$10.1K	0.03%	112
2016 Q4	$89K	Hold	860	–	–	0.02%	122
2016 Q3	$82K	Hold	860	–	–	0.03%	118
2016 Q2	$97K	Buy	860 +94	+12%	+$8.8K	0.04%	101
2016 Q1	$70K	Hold	766	–	–	0.03%	105
2015 Q4	$68K	Buy	+766	New	+$68.7K	0.03%	105

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

HTC

Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's HSY Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Hershey (HSY) in Q3 2018, closing a stake of 566 shares — an estimated $53K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in HSY in Q4 2015 and held it in 10 quarters. The position peaked at $97K in Q2 2016. 807 funds tracked by Wall St. Rank hold HSY as of Q3 2018.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Hershey position as of Q3 2018 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 566 Hershey shares in Q3 2018, an estimated $53K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Hershey in Q4 2015 and held it in 10 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's Hershey position peaked at $97K in Q2 2016.
807 funds tracked by Wall St. Rank held Hershey as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.