LMCG Investments’s Hershey HSY Stock Holding History

LMCG Investments’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 Q3	$9.67M	Buy	+105,222	New	+$9.59M	0.21%	190

Other funds holding HSY

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

HTC

Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

LMCG Investments's HSY Position: Q3 2015 in Review

LMCG Investments opened a new position in Hershey (HSY) in Q3 2015: 105,222 shares worth $9.67M. The stake represents 0.21% of the portfolio and ranks #190 among its holdings.

662 funds tracked by Wall St. Rank hold HSY as of Q3 2015.

LMCG Investments held 105,222 shares of Hershey worth $9.67M as of Q3 2015.
Hershey was a new LMCG Investments position in Q3 2015.
Hershey made up 0.21% of LMCG Investments's portfolio in Q3 2015, its #190 holding.
662 funds tracked by Wall St. Rank held Hershey as of Q3 2015.

Based on LMCG Investments's 13F filing for Q3 2015, filed 4 Nov 2015.