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Morningstar Investment Services’s Hershey HSY Stock Holding History

Morningstar Investment Services’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
Q1 		– Sell
-8,306
Closed -$890K – 210
2018
Q4 		$890K Sell
8,306
-25,039
-75% -$2.66M 0.02% 138
2018
Q3 		$3.4M Sell
33,345
-1,255
-4% -$124K 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% -$186K 0.07% 127
2017
Q4 		$4.26M Sell
37,561
-2,050
-5% -$226K 0.09% 119
2017
Q3 		$4.32M Sell
39,611
-3,048
-7% -$325K 0.09% 120
2017
Q2 		$4.58M Sell
42,659
-2,492
-6% -$275K 0.11% 118
2017
Q1 		$4.93M Sell
45,151
-2,796
-6% -$300K 0.12% 111
2016
Q4 		$4.96M Sell
47,947
-1,881
-4% -$186K 0.16% 103
2016
Q3 		$4.76M Sell
49,828
-1,321
-3% -$140K 0.14% 121
2016
Q2 		$5.73M Buy
51,149
+18,467
+57% +$1.73M 0.18% 105
2016
Q1 		$3.01M Buy
+32,682
New +$2.92M 0.1% 135
2015
Q3 		– Sell
-26,711
Closed -$2.37M – 222
2015
Q2 		$2.37M Buy
+26,711
New +$2.52M 0.1% 138

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
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morningstar Investment Services's HSY Position: Q1 2019 in Review

Morningstar Investment Services sold out of Hershey (HSY) in Q1 2019, closing a stake of 8,306 shares — an estimated $890K sold.

Morningstar Investment Services first reported a position in HSY in Q2 2015 and held it in 13 quarters. The position peaked at $5.73M in Q2 2016. 859 funds tracked by Wall St. Rank hold HSY as of Q1 2019.

  • Morningstar Investment Services reported no remaining Hershey position as of Q1 2019 after selling out during the quarter.
  • Morningstar Investment Services sold 8,306 Hershey shares in Q1 2019, an estimated $890K.
  • Morningstar Investment Services first reported a position in Hershey in Q2 2015 and held it in 13 quarters.
  • Morningstar Investment Services's Hershey position peaked at $5.73M in Q2 2016.
  • 859 funds tracked by Wall St. Rank held Hershey as of Q1 2019.

Based on Morningstar Investment Services's 13F filing for Q1 2019, filed 13 May 2019.