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JOYN Advisors’s Hershey HSY Stock Holding History

JOYN Advisors’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
Q1 		– Sell
-1,039
Closed -$111K – 676
2018
Q4 		$111K Buy
1,039
+165
+19% +$17.5K 0.03% 176
2018
Q3 		$89K Buy
874
+6
+0.7% +$593 0.02% 241
2018
Q2 		$81K Buy
868
+742
+589% +$69.2K 0.02% 267
2018
Q1 		$12K Buy
+126
New +$13K ﹤0.01% 750

Other funds holding HSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JOYN Advisors's HSY Position: Q1 2019 in Review

JOYN Advisors sold out of Hershey (HSY) in Q1 2019, closing a stake of 1,039 shares — an estimated $111K sold.

JOYN Advisors first reported a position in HSY in Q1 2018 and held it in 4 quarters. The position peaked at $111K in Q4 2018. 859 funds tracked by Wall St. Rank hold HSY as of Q1 2019.

  • JOYN Advisors reported no remaining Hershey position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 1,039 Hershey shares in Q1 2019, an estimated $111K.
  • JOYN Advisors first reported a position in Hershey in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Hershey position peaked at $111K in Q4 2018.
  • 859 funds tracked by Wall St. Rank held Hershey as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.