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Lloyds Banking Group’s Hershey HSY Stock Holding History

Lloyds Banking 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
2014
Q4 		– Sell
-643
Closed -$61K – 220
2014
Q3 		$61K Sell
643
-343
-35% -$31.8K 0.02% 387
2014
Q2 		$96K Sell
986
-28,009
-97% -$2.75M 0.02% 344
2014
Q1 		$3.03M Sell
28,995
-9,474
-25% -$969K 0.03% 388
2013
Q4 		$3.74M Buy
38,469
+2,763
+8% +$266K 0.03% 355
2013
Q3 		$3.3M Buy
35,706
+1,022
+3% +$95.3K 0.03% 338
2013
Q2 		$3.1M Buy
+34,684
New +$3.06M 0.03% 336

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lloyds Banking Group's HSY Position: Q4 2014 in Review

Lloyds Banking Group sold out of Hershey (HSY) in Q4 2014, closing a stake of 643 shares — an estimated $61K sold.

Lloyds Banking Group first reported a position in HSY in Q2 2013 and held it in 6 quarters. The position peaked at $3.74M in Q4 2013. 664 funds tracked by Wall St. Rank hold HSY as of Q4 2014.

  • Lloyds Banking Group reported no remaining Hershey position as of Q4 2014 after selling out during the quarter.
  • Lloyds Banking Group sold 643 Hershey shares in Q4 2014, an estimated $61K.
  • Lloyds Banking Group first reported a position in Hershey in Q2 2013 and held it in 6 quarters.
  • Lloyds Banking Group's Hershey position peaked at $3.74M in Q4 2013.
  • 664 funds tracked by Wall St. Rank held Hershey as of Q4 2014.

Based on Lloyds Banking Group's 13F filing for Q4 2014, filed 12 Feb 2015.