HughesLittle Investment Management’s Hershey HSY Stock Holding History

HughesLittle Investment 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 Q4	–	Sell	-2,000	Closed	-$204K	–	19
2018 Q3	$204K	Hold	2,000	–	–	0.08%	21
2018 Q2	$186K	Hold	2,000	–	–	0.08%	20
2018 Q1	$198K	Hold	2,000	–	–	0.1%	19
2017 Q4	$227K	Hold	2,000	–	–	0.11%	19
2017 Q3	$218K	Hold	2,000	–	–	0.11%	19
2017 Q2	$215K	Hold	2,000	–	–	0.12%	18
2017 Q1	$219K	Hold	2,000	–	–	0.13%	18
2016 Q4	$207K	Buy	+2,000	New	+$197K	0.12%	18
2016 Q1	–	Sell	-76,845	Closed	-$6.86M	–	15
2015 Q4	$6.86M	Sell	76,845 -200	-0.3%	-$17.9K	4.4%	11
2015 Q3	$7.08M	Sell	77,045 -1,020	-1%	-$92.9K	4.77%	11
2015 Q2	$6.93M	Sell	78,065 -1,500	-2%	-$141K	4.77%	12
2015 Q1	$8.03M	Sell	79,565 -27,560	-26%	-$2.88M	5.72%	9
2014 Q4	$11.1M	Sell	107,125 -500	-0.5%	-$48.7K	7.87%	4
2014 Q3	$10.3M	Buy	107,625 +1,200	+1%	+$111K	7.86%	4
2014 Q2	$10.4M	Buy	106,425 +56,425	+113%	+$5.53M	7.91%	4
2014 Q1	$5.22M	Buy	+50,000	New	+$5.11M	4.28%	11

Other funds holding HSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

HTC

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

HughesLittle Investment Management's HSY Position: Q4 2018 in Review

HughesLittle Investment Management sold out of Hershey (HSY) in Q4 2018, closing a stake of 2,000 shares — an estimated $204K sold.

HughesLittle Investment Management first reported a position in HSY in Q1 2014 and held it in 16 quarters. The position peaked at $11.1M in Q4 2014. 848 funds tracked by Wall St. Rank hold HSY as of Q4 2018.

HughesLittle Investment Management reported no remaining Hershey position as of Q4 2018 after selling out during the quarter.
HughesLittle Investment Management sold 2,000 Hershey shares in Q4 2018, an estimated $204K.
HughesLittle Investment Management first reported a position in Hershey in Q1 2014 and held it in 16 quarters.
HughesLittle Investment Management's Hershey position peaked at $11.1M in Q4 2014.
848 funds tracked by Wall St. Rank held Hershey as of Q4 2018.

Based on HughesLittle Investment Management's 13F filing for Q4 2018, filed 5 Feb 2026.