Morningstar Investment Services’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-8,306
| Closed | -$890K | – | 210 |
|
|
2018
Q4 | $890K | Sell |
8,306
-25,039
| -75% | -$2.68M | 0.02% | 138 |
|
|
2018
Q3 | $3.4M | Sell |
33,345
-1,255
| -4% | -$128K | 0.06% | 128 |
|
|
2018
Q2 | $3.22M | Sell |
34,600
-1,163
| -3% | -$108K | 0.06% | 127 |
|
|
2018
Q1 | $3.54M | Sell |
35,763
-1,798
| -5% | -$178K | 0.07% | 127 |
|
|
2017
Q4 | $4.26M | Sell |
37,561
-2,050
| -5% | -$233K | 0.09% | 119 |
|
|
2017
Q3 | $4.32M | Sell |
39,611
-3,048
| -7% | -$333K | 0.09% | 120 |
|
|
2017
Q2 | $4.58M | Sell |
42,659
-2,492
| -6% | -$268K | 0.11% | 118 |
|
|
2017
Q1 | $4.93M | Sell |
45,151
-2,796
| -6% | -$305K | 0.12% | 111 |
|
|
2016
Q4 | $4.96M | Sell |
47,947
-1,881
| -4% | -$195K | 0.16% | 103 |
|
|
2016
Q3 | $4.76M | Sell |
49,828
-1,321
| -3% | -$126K | 0.14% | 121 |
|
|
2016
Q2 | $5.73M | Buy |
51,149
+18,467
| +57% | +$2.07M | 0.18% | 105 |
|
|
2016
Q1 | $3.01M | Buy |
+32,682
| New | +$3.01M | 0.1% | 135 |
|
|
2015
Q3 | – | Sell |
-26,711
| Closed | -$2.37M | – | 222 |
|
|
2015
Q2 | $2.37M | Buy |
+26,711
| New | +$2.37M | 0.1% | 138 |
|