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Rikoon Group’s Hershey HSY Stock Holding History

Rikoon 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
2019
Q3 		– Sell
-2,780
Closed -$373K – 206
2019
Q2 		$373K Sell
2,780
-1,082
-28% -$137K 0.14% 142
2019
Q1 		$443K Hold
3,862
– – 0.16% 132
2018
Q4 		$414K Sell
3,862
-368
-9% -$39.1K 0.17% 125
2018
Q3 		$431K Hold
4,230
– – 0.15% 132
2018
Q2 		$394K Buy
4,230
+856
+25% +$79.8K 0.15% 137
2018
Q1 		$327K Buy
3,374
+327
+11% +$33.8K 0.13% 147
2017
Q4 		$346K Buy
+3,047
New +$335K 0.14% 131

Other funds holding HSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Rikoon Group's HSY Position: Q3 2019 in Review

Rikoon Group sold out of Hershey (HSY) in Q3 2019, closing a stake of 2,780 shares — an estimated $373K sold.

Rikoon Group first reported a position in HSY in Q4 2017 and held it in 7 quarters. The position peaked at $443K in Q1 2019. 924 funds tracked by Wall St. Rank hold HSY as of Q3 2019.

  • Rikoon Group reported no remaining Hershey position as of Q3 2019 after selling out during the quarter.
  • Rikoon Group sold 2,780 Hershey shares in Q3 2019, an estimated $373K.
  • Rikoon Group first reported a position in Hershey in Q4 2017 and held it in 7 quarters.
  • Rikoon Group's Hershey position peaked at $443K in Q1 2019.
  • 924 funds tracked by Wall St. Rank held Hershey as of Q3 2019.

Based on Rikoon Group's 13F filing for Q3 2019, filed 5 Nov 2019.