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	–	365
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 $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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mosaic Family Wealth's HSY Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Hershey (HSY) in Q2 2019, closing a stake of 100 shares — an estimated $11K sold.

Mosaic Family Wealth first reported a position in HSY in Q4 2015 and held it in 14 quarters. The position peaked at $23K in Q2 2016. 894 funds tracked by Wall St. Rank hold HSY as of Q2 2019.

Mosaic Family Wealth reported no remaining Hershey position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 100 Hershey shares in Q2 2019, an estimated $11K.
Mosaic Family Wealth first reported a position in Hershey in Q4 2015 and held it in 14 quarters.
Mosaic Family Wealth's Hershey position peaked at $23K in Q2 2016.
894 funds tracked by Wall St. Rank held Hershey as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.