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Omnia Family Wealth’s Hershey HSY Stock Holding History

Omnia 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
-158
Closed -$18K – 291
2019
Q1 		$18K Buy
158
+123
+351% +$13.4K 0.01% 222
2018
Q4 		$4K Hold
35
– – ﹤0.01% 307
2018
Q3 		$4K Hold
35
– – ﹤0.01% 325
2018
Q2 		$3K Sell
35
-610
-95% -$56.9K ﹤0.01% 353
2018
Q1 		$64K Sell
645
-66
-9% -$6.82K 0.03% 135
2017
Q4 		$81K Buy
711
+66
+10% +$7.26K 0.04% 126
2017
Q3 		$70K Sell
645
-20
-3% -$2.13K 0.03% 132
2017
Q2 		$71K Sell
665
-121
-15% -$13.3K 0.03% 134
2017
Q1 		$86K Sell
786
-105
-12% -$11.3K 0.04% 130
2016
Q4 		$92K Buy
+891
New +$88K 0.05% 127

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 $3.37T AUM 44.26% 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

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

Omnia Family Wealth sold out of Hershey (HSY) in Q2 2019, closing a stake of 158 shares — an estimated $18K sold.

Omnia Family Wealth first reported a position in HSY in Q4 2016 and held it in 10 quarters. The position peaked at $92K in Q4 2016. 894 funds tracked by Wall St. Rank hold HSY as of Q2 2019.

  • Omnia Family Wealth reported no remaining Hershey position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 158 Hershey shares in Q2 2019, an estimated $18K.
  • Omnia Family Wealth first reported a position in Hershey in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's Hershey position peaked at $92K in Q4 2016.
  • 894 funds tracked by Wall St. Rank held Hershey as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.