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Jamison Eaton & Wood’s Hershey HSY Stock Holding History

Jamison Eaton & Wood’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
2015
Q1 		$333K Hold
3,300
– – 0.09% 93
2014
Q4 		$343K Hold
3,300
– – 0.1% 93
2014
Q3 		$315K Hold
3,300
– – 0.09% 96
2014
Q2 		$321K Hold
3,300
– – 0.09% 98
2014
Q1 		$345K Sell
3,300
-1,810
-35% -$185K 0.1% 94
2013
Q4 		$497K Sell
5,110
-290
-5% -$27.9K 0.13% 88
2013
Q3 		$500K Hold
5,400
– – 0.14% 87
2013
Q2 		$482K Buy
+5,400
New +$477K 0.14% 86

Other funds holding HSY

HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Jamison Eaton & Wood's HSY Position: Q1 2015 in Review

Jamison Eaton & Wood held its Hershey (HSY) position steady in Q1 2015 at 3,300 shares worth $333K. The position accounts for 0.09% of the portfolio, ranked #93.

Jamison Eaton & Wood first reported a position in HSY in Q2 2013 and has held it in 8 quarters since. The position peaked at $500K in Q3 2013. 664 funds tracked by Wall St. Rank hold HSY as of Q1 2015.

  • Jamison Eaton & Wood held 3,300 shares of Hershey worth $333K as of Q1 2015.
  • Jamison Eaton & Wood left its Hershey share count unchanged in Q1 2015.
  • Hershey made up 0.09% of Jamison Eaton & Wood's portfolio in Q1 2015, its #93 holding.
  • Jamison Eaton & Wood first reported a position in Hershey in Q2 2013 and has held it in 8 quarters since.
  • Jamison Eaton & Wood's Hershey position peaked at $500K in Q3 2013.
  • 664 funds tracked by Wall St. Rank held Hershey as of Q1 2015.

Based on Jamison Eaton & Wood's 13F filing for Q1 2015, filed 30 Apr 2015.