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Oakbrook Investments’s Hershey HSY Stock Holding History

Oakbrook Investments’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
-15,070
Closed -$1.73M – 621
2019
Q1 		$1.73M Buy
15,070
+7,660
+103% +$834K 0.11% 152
2018
Q4 		$794K Buy
+7,410
New +$788K 0.05% 268
2018
Q2 		– Sell
-6,935
Closed -$686K – 580
2018
Q1 		$686K Sell
6,935
-6,410
-48% -$662K 0.04% 292
2017
Q4 		$1.51M Buy
13,345
+455
+4% +$50.1K 0.1% 153
2017
Q3 		$1.41M Buy
12,890
+7,725
+150% +$823K 0.09% 176
2017
Q2 		$555K Sell
5,165
-5,685
-52% -$627K 0.04% 311
2017
Q1 		$1.19M Sell
10,850
-1,100
-9% -$118K 0.08% 191
2016
Q4 		$1.24M Sell
11,950
-3,550
-23% -$351K 0.08% 193
2016
Q3 		$1.48M Buy
15,500
+6,600
+74% +$698K 0.09% 184
2016
Q2 		$1.01M Buy
8,900
+850
+11% +$79.6K 0.06% 265
2016
Q1 		$741K Sell
8,050
-7,800
-49% -$696K 0.05% 277
2015
Q4 		$1.42M Sell
15,850
-2,700
-15% -$242K 0.09% 184
2015
Q3 		$1.7M Sell
18,550
-50
-0.3% -$4.55K 0.11% 166
2015
Q2 		$1.65M Buy
+18,600
New +$1.75M 0.1% 186
2015
Q1 		– Sell
-10,950
Closed -$1.14M – 572
2014
Q4 		$1.14M Sell
10,950
-12,800
-54% -$1.25M 0.06% 272
2014
Q3 		$2.27M Buy
23,750
+150
+0.6% +$13.9K 0.12% 166
2014
Q2 		$2.3M Buy
+23,600
New +$2.31M 0.07% 273

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Oakbrook Investments's HSY Position: Q2 2019 in Review

Oakbrook Investments sold out of Hershey (HSY) in Q2 2019, closing a stake of 15,070 shares — an estimated $1.73M sold.

Oakbrook Investments first reported a position in HSY in Q2 2014 and held it in 17 quarters. The position peaked at $2.3M in Q2 2014. 894 funds tracked by Wall St. Rank hold HSY as of Q2 2019.

  • Oakbrook Investments reported no remaining Hershey position as of Q2 2019 after selling out during the quarter.
  • Oakbrook Investments sold 15,070 Hershey shares in Q2 2019, an estimated $1.73M.
  • Oakbrook Investments first reported a position in Hershey in Q2 2014 and held it in 17 quarters.
  • Oakbrook Investments's Hershey position peaked at $2.3M in Q2 2014.
  • 894 funds tracked by Wall St. Rank held Hershey as of Q2 2019.

Based on Oakbrook Investments's 13F filing for Q2 2019, filed 18 Jul 2019.