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Hefty Wealth Partners’s Tyson Foods TSN Stock Holding History

Hefty Wealth Partners’s Portfolio TSN Stock Details TSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$550K Buy
+7,512
New +$573K 0.35% 76
2017
Q3 		– Sell
-10,519
Closed -$658K – 265
2017
Q2 		$658K Sell
10,519
-5,089
-33% -$312K 0.45% 66
2017
Q1 		$963K Buy
+15,608
New +$983K 0.7% 56

Other funds holding TSN

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Hefty Wealth Partners's TSN Position: Q1 2018 in Review

Hefty Wealth Partners opened a new position in Tyson Foods (TSN) in Q1 2018: 7,512 shares worth $550K. The stake represents 0.35% of the portfolio and ranks #76 among its holdings. This is a return to the name: Hefty Wealth Partners previously reported a position in TSN as recently as Q2 2017.

Hefty Wealth Partners first reported a position in TSN in Q1 2017 and has held it in 3 quarters since. The position peaked at $963K in Q1 2017. 689 funds tracked by Wall St. Rank hold TSN as of Q1 2018.

  • Hefty Wealth Partners held 7,512 shares of Tyson Foods worth $550K as of Q1 2018.
  • Tyson Foods was a new Hefty Wealth Partners position in Q1 2018.
  • Tyson Foods made up 0.35% of Hefty Wealth Partners's portfolio in Q1 2018, its #76 holding.
  • Hefty Wealth Partners first reported a position in Tyson Foods in Q1 2017 and has held it in 3 quarters since.
  • Hefty Wealth Partners's Tyson Foods position peaked at $963K in Q1 2017.
  • 689 funds tracked by Wall St. Rank held Tyson Foods as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.