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Lyons Wealth Management’s Hershey HSY Stock Holding History

Lyons Wealth Management’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
-10,331
Closed -$987K – 67
2014
Q3 		$987K Buy
10,331
+1,251
+14% +$116K 1.05% 30
2014
Q2 		$886K Buy
+9,080
New +$891K 0.79% 38

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 $3.37T AUM 44.26% 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

Lyons Wealth Management's HSY Position: Q4 2014 in Review

Lyons Wealth Management sold out of Hershey (HSY) in Q4 2014, closing a stake of 10,331 shares — an estimated $987K sold.

Lyons Wealth Management first reported a position in HSY in Q2 2014 and held it in 2 quarters. The position peaked at $987K in Q3 2014. 664 funds tracked by Wall St. Rank hold HSY as of Q4 2014.

  • Lyons Wealth Management reported no remaining Hershey position as of Q4 2014 after selling out during the quarter.
  • Lyons Wealth Management sold 10,331 Hershey shares in Q4 2014, an estimated $987K.
  • Lyons Wealth Management first reported a position in Hershey in Q2 2014 and held it in 2 quarters.
  • Lyons Wealth Management's Hershey position peaked at $987K in Q3 2014.
  • 664 funds tracked by Wall St. Rank held Hershey as of Q4 2014.

Based on Lyons Wealth Management's 13F filing for Q4 2014, filed 13 Feb 2015.