Jensen Investment Management’s Hershey HSY Stock Holding History

Jensen 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
2019 Q4	–	Sell	-5,770	Closed	-$894K	–	78
2019 Q3	$894K	Sell	5,770 -2,590	-31%	-$391K	0.01%	62
2019 Q2	$1.12M	Hold	8,360	–	–	0.01%	46
2019 Q1	$960K	Buy	8,360 +640	+8%	+$69.7K	0.01%	51
2018 Q4	$827K	Hold	7,720	–	–	0.01%	47
2018 Q3	$787K	Buy	7,720 +740	+11%	+$73.1K	0.01%	57
2018 Q2	$650K	Buy	6,980 +960	+16%	+$89.5K	0.01%	57
2018 Q1	$596K	Hold	6,020	–	–	0.01%	62
2017 Q4	$683K	Hold	6,020	–	–	0.01%	59
2017 Q3	$657K	Hold	6,020	–	–	0.01%	56
2017 Q2	$646K	Hold	6,020	–	–	0.01%	54
2017 Q1	$658K	Buy	6,020 +1,870	+45%	+$201K	0.01%	40
2016 Q4	$429K	Buy	+4,150	New	+$410K	0.01%	65
2016 Q3	–	Sell	-4,490	Closed	-$510K	–	111
2016 Q2	$510K	Buy	4,490 +140	+3%	+$13.1K	0.01%	41
2016 Q1	$401K	Sell	4,350 -380	-8%	-$33.9K	0.01%	90
2015 Q4	$422K	Buy	+4,730	New	+$424K	0.01%	45

Other funds holding HSY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jensen Investment Management's HSY Position: Q4 2019 in Review

Jensen Investment Management sold out of Hershey (HSY) in Q4 2019, closing a stake of 5,770 shares — an estimated $894K sold.

Jensen Investment Management first reported a position in HSY in Q4 2015 and held it in 15 quarters. The position peaked at $1.12M in Q2 2019. 962 funds tracked by Wall St. Rank hold HSY as of Q4 2019.

Jensen Investment Management reported no remaining Hershey position as of Q4 2019 after selling out during the quarter.
Jensen Investment Management sold 5,770 Hershey shares in Q4 2019, an estimated $894K.
Jensen Investment Management first reported a position in Hershey in Q4 2015 and held it in 15 quarters.
Jensen Investment Management's Hershey position peaked at $1.12M in Q2 2019.
962 funds tracked by Wall St. Rank held Hershey as of Q4 2019.

Based on Jensen Investment Management's 13F filing for Q4 2019, filed 7 Feb 2020.