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Roof Advisory Group’s Hershey HSY Stock Holding History

Roof Advisory 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
Q2 		$479K Buy
3,575
+19
+0.5% +$2.41K 0.28% 30
2019
Q1 		$408K Buy
3,556
+23
+0.7% +$2.5K 0.26% 30
2018
Q4 		$379K Buy
3,533
+23
+0.7% +$2.44K 0.27% 33
2018
Q3 		$358K Buy
3,510
+24
+0.7% +$2.37K 0.19% 33
2018
Q2 		$324K Buy
3,486
+25
+0.7% +$2.33K 0.18% 33
2018
Q1 		$343K Buy
3,461
+22
+0.6% +$2.27K 0.17% 34
2017
Q4 		$390K Buy
+3,439
New +$378K 0.22% 32

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Roof Advisory Group's HSY Position: Q2 2019 in Review

Roof Advisory Group increased its Hershey (HSY) stake by 0.53% in Q2 2019, buying an estimated $2.41K and bringing the position to 3,575 shares worth $479K. The position accounts for 0.28% of the portfolio, ranked #30.

Roof Advisory Group first reported a position in HSY in Q4 2017 and has held it in 7 quarters since. 894 funds tracked by Wall St. Rank hold HSY as of Q2 2019.

  • Roof Advisory Group held 3,575 shares of Hershey worth $479K as of Q2 2019.
  • Roof Advisory Group bought 19 Hershey shares in Q2 2019, an estimated $2.41K.
  • Hershey made up 0.28% of Roof Advisory Group's portfolio in Q2 2019, its #30 holding.
  • Roof Advisory Group first reported a position in Hershey in Q4 2017 and has held it in 7 quarters since.
  • 894 funds tracked by Wall St. Rank held Hershey as of Q2 2019.

Based on Roof Advisory Group's 13F filing for Q2 2019, filed 8 Aug 2019.