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Kernodle & Katon Asset Management Group’s Hershey HSY Stock Holding History

Kernodle & Katon Asset Management Group’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
2016
Q4 		– Sell
-175
Closed -$17K – 306
2016
Q3 		$17K Hold
175
– – 0.01% 225
2016
Q2 		$20K Hold
175
– – 0.02% 181
2016
Q1 		$16K Hold
175
– – 0.02% 178
2015
Q4 		$16K Buy
+175
New +$15.7K 0.02% 177

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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kernodle & Katon Asset Management Group's HSY Position: Q4 2016 in Review

Kernodle & Katon Asset Management Group sold out of Hershey (HSY) in Q4 2016, closing a stake of 175 shares — an estimated $17K sold.

Kernodle & Katon Asset Management Group first reported a position in HSY in Q4 2015 and held it in 4 quarters. The position peaked at $20K in Q2 2016. 740 funds tracked by Wall St. Rank hold HSY as of Q4 2016.

  • Kernodle & Katon Asset Management Group reported no remaining Hershey position as of Q4 2016 after selling out during the quarter.
  • Kernodle & Katon Asset Management Group sold 175 Hershey shares in Q4 2016, an estimated $17K.
  • Kernodle & Katon Asset Management Group first reported a position in Hershey in Q4 2015 and held it in 4 quarters.
  • Kernodle & Katon Asset Management Group's Hershey position peaked at $20K in Q2 2016.
  • 740 funds tracked by Wall St. Rank held Hershey as of Q4 2016.

Based on Kernodle & Katon Asset Management Group's 13F filing for Q4 2016, filed 14 Feb 2017.