Palo Capital’s Hershey HSY Stock Holding History

Palo Capital’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	$902K	Buy	8,417 +318	+4%	+$33.8K	0.38%	83
2018 Q3	$826K	Buy	8,099 +91	+1%	+$8.99K	0.3%	92
2018 Q2	$745K	Sell	8,008 -94	-1%	-$8.77K	0.27%	101
2018 Q1	$802K	Sell	8,102 -36	-0.4%	-$3.72K	0.29%	102
2017 Q4	$924K	Buy	8,138 +522	+7%	+$57.4K	0.41%	76
2017 Q3	$831K	Buy	7,616 +97	+1%	+$10.3K	0.44%	76
2017 Q2	$807K	Buy	7,519 +100	+1%	+$11K	0.46%	80
2017 Q1	$811K	Sell	7,419 -34	-0.5%	-$3.65K	0.48%	73
2016 Q4	$771K	Buy	7,453 +1,807	+32%	+$178K	0.49%	75
2016 Q3	$540K	Sell	5,646 -704	-11%	-$74.5K	0.37%	81
2016 Q2	$720K	Buy	6,350 +3,632	+134%	+$340K	0.25%	101
2016 Q1	$250K	Buy	2,718 +448	+20%	+$40K	0.2%	114
2015 Q4	$203K	Buy	+2,270	New	+$204K	0.18%	108

Other funds holding HSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Palo Capital's HSY Position: Q4 2018 in Review

Palo Capital increased its Hershey (HSY) stake by 3.9% in Q4 2018, buying an estimated $33.8K and bringing the position to 8,417 shares worth $902K. The position accounts for 0.38% of the portfolio, ranked #83.

Palo Capital first reported a position in HSY in Q4 2015 and has held it in 13 quarters since. The position peaked at $924K in Q4 2017. 848 funds tracked by Wall St. Rank hold HSY as of Q4 2018.

Palo Capital held 8,417 shares of Hershey worth $902K as of Q4 2018.
Palo Capital bought 318 Hershey shares in Q4 2018, an estimated $33.8K.
Hershey made up 0.38% of Palo Capital's portfolio in Q4 2018, its #83 holding.
Palo Capital first reported a position in Hershey in Q4 2015 and has held it in 13 quarters since.
Palo Capital's Hershey position peaked at $924K in Q4 2017.
848 funds tracked by Wall St. Rank held Hershey as of Q4 2018.

Based on Palo Capital's 13F filing for Q4 2018, filed 30 Jan 2019.