Portola Group’s Hershey HSY Stock Holding History

Portola Group’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 Q2	–	Sell	-2,400	Closed	-$251K	–	98
2014 Q1	$251K	Hold	2,400	–	–	0.23%	69
2013 Q4	$233K	Buy	2,400 +200	+9%	+$19.2K	0.15%	73
2013 Q3	$204K	Sell	2,200 -300	-12%	-$28K	0.12%	87
2013 Q2	$223K	Buy	+2,500	New	+$221K	0.15%	64

Other funds holding HSY

HTC

Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Portola Group's HSY Position: Q2 2014 in Review

Portola Group sold out of Hershey (HSY) in Q2 2014, closing a stake of 2,400 shares — an estimated $251K sold.

Portola Group first reported a position in HSY in Q2 2013 and held it in 4 quarters. The position peaked at $251K in Q1 2014. 649 funds tracked by Wall St. Rank hold HSY as of Q2 2014.

Portola Group reported no remaining Hershey position as of Q2 2014 after selling out during the quarter.
Portola Group sold 2,400 Hershey shares in Q2 2014, an estimated $251K.
Portola Group first reported a position in Hershey in Q2 2013 and held it in 4 quarters.
Portola Group's Hershey position peaked at $251K in Q1 2014.
649 funds tracked by Wall St. Rank held Hershey as of Q2 2014.

Based on Portola Group's 13F filing for Q2 2014, filed 2 Mar 2015.