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Quest Investment Management’s Hershey HSY Stock Holding History

Quest Investment Management’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
2016
Q1 		– Sell
-151,999
Closed -$13.6M – 103
2015
Q4 		$13.6M Buy
151,999
+25,966
+21% +$2.33M 1.84% 28
2015
Q3 		$11.6M Buy
126,033
+3,496
+3% +$319K 1.62% 33
2015
Q2 		$10.9M Buy
122,537
+9,157
+8% +$863K 1.53% 29
2015
Q1 		$11.4M Sell
113,380
-10,542
-9% -$1.1M 1.55% 12
2014
Q4 		$12.9M Sell
123,922
-23,451
-16% -$2.28M 1.53% 12
2014
Q3 		$14.1M Sell
147,373
-8,024
-5% -$743K 1.48% 7
2014
Q2 		$15.1M Buy
155,397
+5,275
+4% +$517K 1.49% 16
2014
Q1 		$15.7M Sell
150,122
-20,149
-12% -$2.06M 1.47% 16
2013
Q4 		$16.6M Buy
170,271
+5,666
+3% +$545K 1.43% 11
2013
Q3 		$15.2M Buy
+164,605
New +$15.3M 1.3% 29

Other funds holding HSY

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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Quest Investment Management's HSY Position: Q1 2016 in Review

Quest Investment Management sold out of Hershey (HSY) in Q1 2016, closing a stake of 151,999 shares — an estimated $13.6M sold.

Quest Investment Management first reported a position in HSY in Q3 2013 and held it in 10 quarters. The position peaked at $16.6M in Q4 2013. 699 funds tracked by Wall St. Rank hold HSY as of Q1 2016.

  • Quest Investment Management reported no remaining Hershey position as of Q1 2016 after selling out during the quarter.
  • Quest Investment Management sold 151,999 Hershey shares in Q1 2016, an estimated $13.6M.
  • Quest Investment Management first reported a position in Hershey in Q3 2013 and held it in 10 quarters.
  • Quest Investment Management's Hershey position peaked at $16.6M in Q4 2013.
  • 699 funds tracked by Wall St. Rank held Hershey as of Q1 2016.

Based on Quest Investment Management's 13F filing for Q1 2016, filed 16 May 2016.