IA
HSY icon

Icon Advisers’s Hershey HSY Stock Holding History

Icon Advisers’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
Q2 		– Sell
-9,200
Closed -$910K – 317
2018
Q1 		$910K Buy
+9,200
New +$950K 0.07% 228
2015
Q4 		– Sell
-5,300
Closed -$487K – 366
2015
Q3 		$487K Hold
5,300
– – 0.03% 294
2015
Q2 		$471K Sell
5,300
-1,500
-22% -$141K 0.03% 301
2015
Q1 		$686K Hold
6,800
– – 0.04% 269
2014
Q4 		$707K Sell
6,800
-7,400
-52% -$721K 0.04% 257
2014
Q3 		$1.35M Buy
+14,200
New +$1.31M 0.08% 188

Other funds holding HSY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return