KJWM
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Kiley Juergens Wealth Management’s Hershey HSY Stock Holding History

Kiley Juergens Wealth 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
2018
Q4 		– Sell
-50
Closed -$5K – 302
2018
Q3 		$5K Sell
50
-205
-80% -$20.3K ﹤0.01% 528
2018
Q2 		$23K Buy
+255
New +$23.8K 0.02% 303
2018
Q1 		– Sell
-50
Closed -$5K – 310
2017
Q4 		$5K Buy
+50
New +$5.5K ﹤0.01% 550

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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Kiley Juergens Wealth Management's HSY Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Hershey (HSY) in Q4 2018, closing a stake of 50 shares — an estimated $5K sold.

Kiley Juergens Wealth Management first reported a position in HSY in Q4 2017 and held it in 3 quarters. The position peaked at $23K in Q2 2018. 847 funds tracked by Wall St. Rank hold HSY as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Hershey position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 50 Hershey shares in Q4 2018, an estimated $5K.
  • Kiley Juergens Wealth Management first reported a position in Hershey in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Hershey position peaked at $23K in Q2 2018.
  • 847 funds tracked by Wall St. Rank held Hershey as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.