HFS
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HL Financial Services’s Hershey HSY Stock Holding History

HL Financial 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
2019
Q1 		$3.3M Sell
28,755
-952
-3% -$104K 0.05% 228
2018
Q4 		$3.18M Sell
29,707
-6,811
-19% -$724K 0.06% 215
2018
Q3 		$3.73M Buy
36,518
+8,782
+32% +$868K 0.06% 205
2018
Q2 		$2.58M Buy
27,736
+652
+2% +$60.8K 0.04% 249
2018
Q1 		$2.68M Sell
27,084
-108
-0.4% -$11.2K 0.05% 222
2017
Q4 		$3.09M Sell
27,192
-147
-0.5% -$16.2K 0.06% 181
2017
Q3 		$2.98M Buy
27,339
+167
+0.6% +$17.8K 0.06% 204
2017
Q2 		$2.92M Sell
27,172
-1,240
-4% -$137K 0.06% 203
2017
Q1 		$3.1M Buy
28,412
+6,241
+28% +$669K 0.06% 183
2016
Q4 		$2.29M Buy
22,171
+401
+2% +$39.6K 0.05% 216
2016
Q3 		$2.08M Sell
21,770
-131
-0.6% -$13.9K 0.05% 222
2016
Q2 		$2.49M Sell
21,901
-1,778
-8% -$166K 0.06% 183
2016
Q1 		$2.18M Buy
23,679
+793
+3% +$70.8K 0.05% 193
2015
Q4 		$2.04M Buy
22,886
+375
+2% +$33.6K 0.05% 202
2015
Q3 		$2.07M Sell
22,511
-300
-1% -$27.3K 0.06% 183
2015
Q2 		$2.03M Sell
22,811
-100
-0.4% -$9.43K 0.05% 195
2015
Q1 		$2.31M Sell
22,911
-341
-1% -$35.6K 0.06% 189
2014
Q4 		$2.42M Sell
23,252
-160
-0.7% -$15.6K 0.07% 175
2014
Q3 		$2.23M Sell
23,412
-362
-2% -$33.5K 0.07% 179
2014
Q2 		$2.31M Sell
23,774
-63
-0.3% -$6.18K 0.07% 180
2014
Q1 		$2.49M Sell
23,837
-145
-0.6% -$14.8K 0.08% 167
2013
Q4 		$2.33M Buy
23,982
+26
+0.1% +$2.5K 0.07% 179
2013
Q3 		$2.22M Sell
23,956
-200
-0.8% -$18.6K 0.08% 167
2013
Q2 		$2.16M Buy
+24,156
New +$2.13M 0.08% 154

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HL Financial Services's HSY Position: Q1 2019 in Review

HL Financial Services reduced its Hershey (HSY) stake by 3.2% in Q1 2019, selling an estimated $104K and leaving 28,755 shares worth $3.3M. The position accounts for 0.05% of the portfolio, ranked #228.

HL Financial Services first reported a position in HSY in Q2 2013 and has held it in 24 quarters since. The position peaked at $3.73M in Q3 2018. 860 funds tracked by Wall St. Rank hold HSY as of Q1 2019.

  • HL Financial Services held 28,755 shares of Hershey worth $3.3M as of Q1 2019.
  • HL Financial Services sold 952 Hershey shares in Q1 2019, an estimated $104K.
  • Hershey made up 0.05% of HL Financial Services's portfolio in Q1 2019, its #228 holding.
  • HL Financial Services first reported a position in Hershey in Q2 2013 and has held it in 24 quarters since.
  • HL Financial Services's Hershey position peaked at $3.73M in Q3 2018.
  • 860 funds tracked by Wall St. Rank held Hershey as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.