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Lehman Financial Resources’s Hershey HSY Stock Holding History

Lehman Financial Resources’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
-500
Closed -$45K – 184
2015
Q3 		$45K Hold
500
– – 0.02% 154
2015
Q2 		$44K Hold
500
– – 0.02% 165
2015
Q1 		$50K Hold
500
– – 0.02% 161
2014
Q4 		$52K Hold
500
– – 0.03% 142
2014
Q3 		$48K Hold
500
– – 0.03% 149
2014
Q2 		$49K Hold
500
– – 0.02% 146
2014
Q1 		$52K Hold
500
– – 0.03% 131
2013
Q4 		$49K Hold
500
– – 0.03% 128
2013
Q3 		$46K Hold
500
– – 0.03% 129
2013
Q2 		$45K Buy
+500
New +$44.2K 0.03% 111

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

Lehman Financial Resources's HSY Position: Q4 2015 in Review

Lehman Financial Resources sold out of Hershey (HSY) in Q4 2015, closing a stake of 500 shares — an estimated $45K sold.

Lehman Financial Resources first reported a position in HSY in Q2 2013 and held it in 10 quarters. The position peaked at $52K in Q4 2014. 688 funds tracked by Wall St. Rank hold HSY as of Q4 2015.

  • Lehman Financial Resources reported no remaining Hershey position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 500 Hershey shares in Q4 2015, an estimated $45K.
  • Lehman Financial Resources first reported a position in Hershey in Q2 2013 and held it in 10 quarters.
  • Lehman Financial Resources's Hershey position peaked at $52K in Q4 2014.
  • 688 funds tracked by Wall St. Rank held Hershey as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.