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Robert N. Shapiro’s Hershey HSY Stock Holding History

Robert N. Shapiro’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 		$993K Hold
9,550
– – 0.2% 128
2014
Q3 		$912K Sell
9,550
-1,545
-14% -$143K 0.17% 139
2014
Q2 		$1.08M Sell
11,095
-100
-0.9% -$9.81K 0.21% 128
2014
Q1 		$1.17M Buy
11,195
+1,125
+11% +$115K 0.22% 129
2013
Q4 		$978K Buy
10,070
+400
+4% +$38.5K 0.18% 136
2013
Q3 		$894K Buy
9,670
+190
+2% +$17.7K 0.16% 142
2013
Q2 		$845K Buy
+9,480
New +$838K 0.18% 135

Other funds holding HSY

HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $72.6B AUM 54.88% 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 $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Robert N. Shapiro's HSY Position: Q4 2014 in Review

Robert N. Shapiro held its Hershey (HSY) position steady in Q4 2014 at 9,550 shares worth $993K. The position accounts for 0.2% of the portfolio, ranked #128.

Robert N. Shapiro first reported a position in HSY in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.17M in Q1 2014. 664 funds tracked by Wall St. Rank hold HSY as of Q4 2014.

  • Robert N. Shapiro held 9,550 shares of Hershey worth $993K as of Q4 2014.
  • Robert N. Shapiro left its Hershey share count unchanged in Q4 2014.
  • Hershey made up 0.2% of Robert N. Shapiro's portfolio in Q4 2014, its #128 holding.
  • Robert N. Shapiro first reported a position in Hershey in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's Hershey position peaked at $1.17M in Q1 2014.
  • 664 funds tracked by Wall St. Rank held Hershey as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.