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MinichMacGregor Wealth Management’s Hershey HSY Stock Holding History

MinichMacGregor 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
2018
Q1 		– Sell
-200
Closed -$22K – 529
2017
Q4 		$22K Hold
200
– – 0.02% 190
2017
Q3 		$21K Hold
200
– – 0.02% 192
2017
Q2 		$21K Hold
200
– – 0.02% 184
2017
Q1 		$21K Hold
200
– – 0.02% 181
2016
Q4 		$20K Hold
200
– – 0.02% 179
2016
Q3 		$19K Hold
200
– – 0.02% 188
2016
Q2 		$22K Hold
200
– – 0.02% 173
2016
Q1 		$18K Sell
200
-176
-47% -$15.7K 0.02% 186
2015
Q4 		$34K Buy
+376
New +$33.7K 0.03% 131

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

MinichMacGregor Wealth Management's HSY Position: Q1 2018 in Review

MinichMacGregor Wealth Management sold out of Hershey (HSY) in Q1 2018, closing a stake of 200 shares — an estimated $22K sold.

MinichMacGregor Wealth Management first reported a position in HSY in Q4 2015 and held it in 9 quarters. The position peaked at $34K in Q4 2015. 772 funds tracked by Wall St. Rank hold HSY as of Q1 2018.

  • MinichMacGregor Wealth Management reported no remaining Hershey position as of Q1 2018 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 200 Hershey shares in Q1 2018, an estimated $22K.
  • MinichMacGregor Wealth Management first reported a position in Hershey in Q4 2015 and held it in 9 quarters.
  • MinichMacGregor Wealth Management's Hershey position peaked at $34K in Q4 2015.
  • 772 funds tracked by Wall St. Rank held Hershey as of Q1 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2018, filed 3 Jul 2018.