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New Capital Management’s Hershey HSY Stock Holding History

New Capital 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
-363
Closed -$41K – 158
2017
Q4 		$41K Buy
363
+210
+137% +$23.1K 0.05% 74
2017
Q3 		$25K Sell
153
-210
-58% -$22.4K 0.04% 96
2017
Q2 		$40K Hold
363
– – 0.07% 76
2017
Q1 		$40K Hold
363
– – 0.07% 77
2016
Q4 		$38K Buy
+363
New +$35.8K 0.06% 78

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

New Capital Management's HSY Position: Q1 2018 in Review

New Capital Management sold out of Hershey (HSY) in Q1 2018, closing a stake of 363 shares — an estimated $41K sold.

New Capital Management first reported a position in HSY in Q4 2016 and held it in 5 quarters. The position peaked at $41K in Q4 2017. 772 funds tracked by Wall St. Rank hold HSY as of Q1 2018.

  • New Capital Management reported no remaining Hershey position as of Q1 2018 after selling out during the quarter.
  • New Capital Management sold 363 Hershey shares in Q1 2018, an estimated $41K.
  • New Capital Management first reported a position in Hershey in Q4 2016 and held it in 5 quarters.
  • New Capital Management's Hershey position peaked at $41K in Q4 2017.
  • 772 funds tracked by Wall St. Rank held Hershey as of Q1 2018.

Based on New Capital Management's 13F filing for Q1 2018, filed 12 Apr 2018.