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L.J. Altfest & Co’s Hershey HSY Stock Holding History

L.J. Altfest & Co’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
2017
Q2 		– Sell
-5,828
Closed -$637K – 147
2017
Q1 		$637K Sell
5,828
-8,663
-60% -$929K 0.25% 73
2016
Q4 		$1.5M Sell
14,491
-171
-1% -$16.9K 0.75% 39
2016
Q3 		$1.4M Buy
14,662
+1
+0% +$106 0.93% 42
2016
Q2 		$1.66M Buy
+14,661
New +$1.37M 1.16% 23

Other funds holding HSY

HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

L.J. Altfest & Co's HSY Position: Q2 2017 in Review

L.J. Altfest & Co sold out of Hershey (HSY) in Q2 2017, closing a stake of 5,828 shares — an estimated $637K sold.

L.J. Altfest & Co first reported a position in HSY in Q2 2016 and held it in 4 quarters. The position peaked at $1.66M in Q2 2016. 767 funds tracked by Wall St. Rank hold HSY as of Q2 2017.

  • L.J. Altfest & Co reported no remaining Hershey position as of Q2 2017 after selling out during the quarter.
  • L.J. Altfest & Co sold 5,828 Hershey shares in Q2 2017, an estimated $637K.
  • L.J. Altfest & Co first reported a position in Hershey in Q2 2016 and held it in 4 quarters.
  • L.J. Altfest & Co's Hershey position peaked at $1.66M in Q2 2016.
  • 767 funds tracked by Wall St. Rank held Hershey as of Q2 2017.

Based on L.J. Altfest & Co's 13F filing for Q2 2017, filed 21 Jul 2017.