Madison Investment Holdings’s Hershey HSY Stock Holding History

Madison Investment Holdings’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 Q3	$17.9M	Buy	115,678 +2,683	+2%	+$405K	0.29%	101
2019 Q2	$15.1M	Buy	112,995 +1,322	+1%	+$168K	0.27%	109
2019 Q1	$12.8M	Buy	111,673 +6,758	+6%	+$736K	0.24%	116
2018 Q4	$11.2M	Buy	+104,915	New	+$11.2M	0.23%	118
2016 Q3	–	Sell	-253,328	Closed	-$28.8M	–	246
2016 Q2	$28.8M	Sell	253,328 -405,505	-62%	-$38M	0.6%	61
2016 Q1	$60.7M	Buy	658,833 +198,435	+43%	+$17.7M	1.29%	18
2015 Q4	$41.1M	Buy	+460,398	New	+$41.3M	0.89%	36

Other funds holding HSY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Madison Investment Holdings's HSY Position: Q3 2019 in Review

Madison Investment Holdings increased its Hershey (HSY) stake by 2.4% in Q3 2019, buying an estimated $405K and bringing the position to 115,678 shares worth $17.9M. The position accounts for 0.29% of the portfolio, ranked #101.

Madison Investment Holdings first reported a position in HSY in Q4 2015 and has held it in 7 quarters since. The position peaked at $60.7M in Q1 2016. 924 funds tracked by Wall St. Rank hold HSY as of Q3 2019.

Madison Investment Holdings held 115,678 shares of Hershey worth $17.9M as of Q3 2019.
Madison Investment Holdings bought 2,683 Hershey shares in Q3 2019, an estimated $405K.
Hershey made up 0.29% of Madison Investment Holdings's portfolio in Q3 2019, its #101 holding.
Madison Investment Holdings first reported a position in Hershey in Q4 2015 and has held it in 7 quarters since.
Madison Investment Holdings's Hershey position peaked at $60.7M in Q1 2016.
924 funds tracked by Wall St. Rank held Hershey as of Q3 2019.

Based on Madison Investment Holdings's 13F filing for Q3 2019, filed 13 Nov 2019.