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Lourd Capital’s Hershey HSY Stock Holding History

Lourd Capital’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
2019
Q2 		$909K Hold
6,782
– – 0.08% 43
2019
Q1 		$779K Sell
6,782
-919
-12% -$100K 0.08% 45
2018
Q4 		$825K Buy
7,701
+32
+0.4% +$3.4K 0.06% 74
2018
Q3 		$782K Buy
+7,669
New +$758K 0.05% 80
2018
Q1 		– Sell
-7,893
Closed -$896K – 204
2017
Q4 		$896K Buy
7,893
+1,126
+17% +$124K 0.06% 82
2017
Q3 		$739K Hold
6,767
– – 0.07% 44
2017
Q2 		$727K Sell
6,767
-800
-11% -$88.3K 0.07% 41
2017
Q1 		$827K Buy
+7,567
New +$811K 0.08% 38

Other funds holding HSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lourd Capital's HSY Position: Q2 2019 in Review

Lourd Capital held its Hershey (HSY) position steady in Q2 2019 at 6,782 shares worth $909K. The position accounts for 0.08% of the portfolio, ranked #43.

Lourd Capital first reported a position in HSY in Q1 2017 and has held it in 8 quarters since. 894 funds tracked by Wall St. Rank hold HSY as of Q2 2019.

  • Lourd Capital held 6,782 shares of Hershey worth $909K as of Q2 2019.
  • Lourd Capital left its Hershey share count unchanged in Q2 2019.
  • Hershey made up 0.08% of Lourd Capital's portfolio in Q2 2019, its #43 holding.
  • Lourd Capital first reported a position in Hershey in Q1 2017 and has held it in 8 quarters since.
  • 894 funds tracked by Wall St. Rank held Hershey as of Q2 2019.

Based on Lourd Capital's 13F filing for Q2 2019, filed 11 Jul 2019.