Kaizen Advisory’s Hershey HSY Stock Holding History

Kaizen Advisory’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 Q4	$38K	Buy	353 +57	+19%	+$6.06K	0.03%	377
2018 Q3	$30K	Hold	296	–	–	0.02%	447
2018 Q2	$28K	Buy	296 +159	+116%	+$14.8K	0.01%	468
2018 Q1	$14K	Hold	137	–	–	0.01%	404
2017 Q4	$16K	Buy	+137	New	+$15.1K	0.01%	361

Other funds holding HSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Kaizen Advisory's HSY Position: Q4 2018 in Review

Kaizen Advisory increased its Hershey (HSY) stake by 19% in Q4 2018, buying an estimated $6.06K and bringing the position to 353 shares worth $38K. The position accounts for 0.03% of the portfolio, ranked #377.

Kaizen Advisory first reported a position in HSY in Q4 2017 and has held it in 5 quarters since. 847 funds tracked by Wall St. Rank hold HSY as of Q4 2018.

Kaizen Advisory held 353 shares of Hershey worth $38K as of Q4 2018.
Kaizen Advisory bought 57 Hershey shares in Q4 2018, an estimated $6.06K.
Hershey made up 0.03% of Kaizen Advisory's portfolio in Q4 2018, its #377 holding.
Kaizen Advisory first reported a position in Hershey in Q4 2017 and has held it in 5 quarters since.
847 funds tracked by Wall St. Rank held Hershey as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.