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Placemark Investments’s Hershey HSY Stock Holding History

Placemark 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
2014
Q4 		$2.23M Buy
21,485
+8,336
+63% +$812K 0.04% 534
2014
Q3 		$1.26M Sell
13,149
-27,890
-68% -$2.58M 0.02% 747
2014
Q2 		$4M Sell
41,039
-4,291
-9% -$421K 0.07% 336
2014
Q1 		$4.74M Buy
45,330
+721
+2% +$73.8K 0.09% 255
2013
Q4 		$4.34M Sell
44,609
-781
-2% -$75.1K 0.07% 326
2013
Q3 		$4.2M Sell
45,390
-2,152
-5% -$201K 0.08% 299
2013
Q2 		$4.24M Buy
+47,542
New +$4.2M 0.09% 263

Other funds holding HSY

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Placemark Investments's HSY Position: Q4 2014 in Review

Placemark Investments increased its Hershey (HSY) stake by 63% in Q4 2014, buying an estimated $812K and bringing the position to 21,485 shares worth $2.23M. The position accounts for 0.04% of the portfolio, ranked #534.

Placemark Investments first reported a position in HSY in Q2 2013 and has held it in 7 quarters since. The position peaked at $4.74M in Q1 2014. 664 funds tracked by Wall St. Rank hold HSY as of Q4 2014.

  • Placemark Investments held 21,485 shares of Hershey worth $2.23M as of Q4 2014.
  • Placemark Investments bought 8,336 Hershey shares in Q4 2014, an estimated $812K.
  • Hershey made up 0.04% of Placemark Investments's portfolio in Q4 2014, its #534 holding.
  • Placemark Investments first reported a position in Hershey in Q2 2013 and has held it in 7 quarters since.
  • Placemark Investments's Hershey position peaked at $4.74M in Q1 2014.
  • 664 funds tracked by Wall St. Rank held Hershey as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.