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Guardian Investor Services’s Hershey HSY Stock Holding History

Guardian Investor 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
2015
Q1 		$104K Hold
1,030
– – 0.08% 285
2014
Q4 		$107K Sell
1,030
-28
-3% -$2.73K 0.08% 279
2014
Q3 		$101K Sell
1,058
-58
-5% -$5.37K 0.08% 281
2014
Q2 		$109K Sell
1,116
-40
-3% -$3.92K 0.08% 286
2014
Q1 		$121K Sell
1,156
-45
-4% -$4.6K 0.09% 261
2013
Q4 		$117K Hold
1,201
– – 0.09% 276
2013
Q3 		$111K Sell
1,201
-19
-2% -$1.77K 0.09% 266
2013
Q2 		$109K Buy
+1,220
New +$108K 0.09% 260

Other funds holding HSY

HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Guardian Investor Services's HSY Position: Q1 2015 in Review

Guardian Investor Services held its Hershey (HSY) position steady in Q1 2015 at 1,030 shares worth $104K. The position accounts for 0.08% of the portfolio, ranked #285.

Guardian Investor Services first reported a position in HSY in Q2 2013 and has held it in 8 quarters since. The position peaked at $121K in Q1 2014. 664 funds tracked by Wall St. Rank hold HSY as of Q1 2015.

  • Guardian Investor Services held 1,030 shares of Hershey worth $104K as of Q1 2015.
  • Guardian Investor Services left its Hershey share count unchanged in Q1 2015.
  • Hershey made up 0.08% of Guardian Investor Services's portfolio in Q1 2015, its #285 holding.
  • Guardian Investor Services first reported a position in Hershey in Q2 2013 and has held it in 8 quarters since.
  • Guardian Investor Services's Hershey position peaked at $121K in Q1 2014.
  • 664 funds tracked by Wall St. Rank held Hershey as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.