Hirtle Callaghan & Co’s Hershey HSY Stock Holding History

Hirtle Callaghan & Co’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
2017 Q4	–	Sell	-222	Closed	-$24K	–	191
2017 Q3	$24K	Hold	222	–	–	﹤0.01%	142
2017 Q2	$24K	Sell	222 -54	-20%	-$5.96K	﹤0.01%	119
2017 Q1	$30K	Hold	276	–	–	﹤0.01%	117
2016 Q4	$28K	Sell	276 -1,272	-82%	-$126K	﹤0.01%	95
2016 Q3	$148K	Buy	1,548 +1,100	+246%	+$116K	0.03%	101
2016 Q2	$51K	Hold	448	–	–	0.01%	117
2016 Q1	$42K	Sell	448 -147	-25%	-$13.1K	0.01%	141
2015 Q4	$53K	Sell	595 -1,075	-64%	-$96.4K	0.01%	124
2015 Q3	$155K	Hold	1,670	–	–	0.03%	94
2015 Q2	$148K	Buy	+1,670	New	+$157K	0.05%	106
2015 Q1	–	Sell	-412	Closed	-$43K	–	180
2014 Q4	$43K	Hold	412	–	–	0.01%	311
2014 Q3	$39K	Buy	412 +12	+3%	+$1.11K	0.01%	332
2014 Q2	$39K	Hold	400	–	–	0.01%	385
2014 Q1	$42K	Hold	400	–	–	0.01%	369
2013 Q4	$39K	Hold	400	–	–	0.01%	361
2013 Q3	$37K	Buy	+400	New	+$37.3K	0.01%	377

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 $9.82B AUM 0.48% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Hirtle Callaghan & Co's HSY Position: Q4 2017 in Review

Hirtle Callaghan & Co sold out of Hershey (HSY) in Q4 2017, closing a stake of 222 shares — an estimated $24K sold.

Hirtle Callaghan & Co first reported a position in HSY in Q3 2013 and held it in 16 quarters. The position peaked at $155K in Q3 2015. 805 funds tracked by Wall St. Rank hold HSY as of Q4 2017.

Hirtle Callaghan & Co reported no remaining Hershey position as of Q4 2017 after selling out during the quarter.
Hirtle Callaghan & Co sold 222 Hershey shares in Q4 2017, an estimated $24K.
Hirtle Callaghan & Co first reported a position in Hershey in Q3 2013 and held it in 16 quarters.
Hirtle Callaghan & Co's Hershey position peaked at $155K in Q3 2015.
805 funds tracked by Wall St. Rank held Hershey as of Q4 2017.

Based on Hirtle Callaghan & Co's 13F filing for Q4 2017, filed 17 Jan 2018.