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Ivory Investment Management’s Hershey HSY Stock Holding History

Ivory 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
2017
Q4 		– Sell
-140,702
Closed -$15.4M – 58
2017
Q3 		$15.4M Buy
140,702
+11,491
+9% +$1.22M 0.76% 37
2017
Q2 		$13.9M Buy
+129,211
New +$14.3M 0.52% 53

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
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
AllianceBernstein
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Ivory Investment Management's HSY Position: Q4 2017 in Review

Ivory Investment Management sold out of Hershey (HSY) in Q4 2017, closing a stake of 140,702 shares — an estimated $15.4M sold.

Ivory Investment Management first reported a position in HSY in Q2 2017 and held it in 2 quarters. The position peaked at $15.4M in Q3 2017. 805 funds tracked by Wall St. Rank hold HSY as of Q4 2017.

  • Ivory Investment Management reported no remaining Hershey position as of Q4 2017 after selling out during the quarter.
  • Ivory Investment Management sold 140,702 Hershey shares in Q4 2017, an estimated $15.4M.
  • Ivory Investment Management first reported a position in Hershey in Q2 2017 and held it in 2 quarters.
  • Ivory Investment Management's Hershey position peaked at $15.4M in Q3 2017.
  • 805 funds tracked by Wall St. Rank held Hershey as of Q4 2017.

Based on Ivory Investment Management's 13F filing for Q4 2017, filed 14 Feb 2018.