LCP
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Legacy Capital Partners’s Hershey HSY Stock Holding History

Legacy Capital Partners’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
Q1 		– Sell
-7,894
Closed -$817K – 112
2016
Q4 		$817K Sell
7,894
-2,006
-20% -$198K 0.49% 59
2016
Q3 		$947K Hold
9,900
– – 0.6% 54
2016
Q2 		$1.12M Hold
9,900
– – 0.7% 52
2016
Q1 		$912K Sell
9,900
-100
-1% -$8.92K 0.59% 54
2015
Q4 		$893K Sell
10,000
-200
-2% -$17.9K 0.57% 57
2015
Q3 		$938K Sell
10,200
-100
-1% -$9.11K 0.64% 53
2015
Q2 		$915K Sell
10,300
-500
-5% -$47.1K 0.6% 59
2015
Q1 		$1.09M Buy
10,800
+200
+2% +$20.9K 0.69% 50
2014
Q4 		$1.1M Hold
10,600
– – 0.71% 48
2014
Q3 		$1.01M Sell
10,600
-1,500
-12% -$139K 0.67% 53
2014
Q2 		$1.18M Buy
+12,100
New +$1.19M 0.77% 48

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JHIU
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AAMU
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return