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Northern Capital Management (Wisconsin)’s Hershey HSY Stock Holding History

Northern Capital Management (Wisconsin)’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
Q4 		$960K Sell
8,960
-4,250
-32% -$452K 0.26% 116
2018
Q3 		$1.35M Buy
13,210
+350
+3% +$34.6K 0.31% 106
2018
Q2 		$1.2M Buy
+12,860
New +$1.2M 0.29% 112

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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Northern Capital Management (Wisconsin)'s HSY Position: Q4 2018 in Review

Northern Capital Management (Wisconsin) reduced its Hershey (HSY) stake by 32% in Q4 2018, selling an estimated $452K and leaving 8,960 shares worth $960K. The position accounts for 0.26% of the portfolio, ranked #116.

Northern Capital Management (Wisconsin) first reported a position in HSY in Q2 2018 and has held it in 3 quarters since. The position peaked at $1.35M in Q3 2018. 848 funds tracked by Wall St. Rank hold HSY as of Q4 2018.

  • Northern Capital Management (Wisconsin) held 8,960 shares of Hershey worth $960K as of Q4 2018.
  • Northern Capital Management (Wisconsin) sold 4,250 Hershey shares in Q4 2018, an estimated $452K.
  • Hershey made up 0.26% of Northern Capital Management (Wisconsin)'s portfolio in Q4 2018, its #116 holding.
  • Northern Capital Management (Wisconsin) first reported a position in Hershey in Q2 2018 and has held it in 3 quarters since.
  • Northern Capital Management (Wisconsin)'s Hershey position peaked at $1.35M in Q3 2018.
  • 848 funds tracked by Wall St. Rank held Hershey as of Q4 2018.

Based on Northern Capital Management (Wisconsin)'s 13F filing for Q4 2018, filed 1 Feb 2019.