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Karp Capital Management’s Hershey HSY Stock Holding History

Karp Capital 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
2015
Q4 		– Sell
-600
Closed -$55K – 177
2015
Q3 		$55K Buy
600
+200
+50% +$18.2K 0.04% 162
2015
Q2 		$36K Hold
400
– – 0.02% 197
2015
Q1 		$40K Hold
400
– – 0.03% 187
2014
Q4 		$42K Buy
+400
New +$38.9K 0.03% 172

Other funds holding HSY

HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Karp Capital Management's HSY Position: Q4 2015 in Review

Karp Capital Management sold out of Hershey (HSY) in Q4 2015, closing a stake of 600 shares — an estimated $55K sold.

Karp Capital Management first reported a position in HSY in Q4 2014 and held it in 4 quarters. The position peaked at $55K in Q3 2015. 688 funds tracked by Wall St. Rank hold HSY as of Q4 2015.

  • Karp Capital Management reported no remaining Hershey position as of Q4 2015 after selling out during the quarter.
  • Karp Capital Management sold 600 Hershey shares in Q4 2015, an estimated $55K.
  • Karp Capital Management first reported a position in Hershey in Q4 2014 and held it in 4 quarters.
  • Karp Capital Management's Hershey position peaked at $55K in Q3 2015.
  • 688 funds tracked by Wall St. Rank held Hershey as of Q4 2015.

Based on Karp Capital Management's 13F filing for Q4 2015, filed 9 Feb 2016.