Mosaic Family Wealth’s Hershey HSY Stock Holding History

Mosaic Family Wealth’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 Q2	–	Sell	-100	Closed	-$11K	–	367
2019 Q1	$11K	Hold	100	–	–	﹤0.01%	487
2018 Q4	$11K	Hold	100	–	–	﹤0.01%	477
2018 Q3	$11K	Hold	100	–	–	﹤0.01%	488
2018 Q2	$9K	Hold	100	–	–	﹤0.01%	541
2018 Q1	$10K	Hold	100	–	–	﹤0.01%	522
2017 Q4	$11K	Hold	100	–	–	﹤0.01%	519
2017 Q3	$11K	Hold	100	–	–	﹤0.01%	554
2017 Q2	$11K	Hold	100	–	–	﹤0.01%	495
2017 Q1	$11K	Hold	100	–	–	﹤0.01%	504
2016 Q4	$10K	Sell	100 -100	-50%	-$9.88K	﹤0.01%	495
2016 Q3	$19K	Hold	200	–	–	0.01%	447
2016 Q2	$23K	Hold	200	–	–	0.01%	424
2016 Q1	$18K	Hold	200	–	–	0.01%	453
2015 Q4	$17K	Buy	+200	New	+$17.9K	0.01%	469

Other funds holding HSY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

APG Asset Management

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return