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Security National Bank of Sioux City Iowa’s Hershey HSY Stock Holding History

Security National Bank of Sioux City Iowa’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
2013
Q3 		– Sell
-4,000
Closed -$357K – 72
2013
Q2 		$357K Buy
+4,000
New +$353K 0.56% 60

Other funds holding HSY

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Security National Bank of Sioux City Iowa's HSY Position: Q3 2013 in Review

Security National Bank of Sioux City Iowa sold out of Hershey (HSY) in Q3 2013, closing a stake of 4,000 shares — an estimated $357K sold.

Security National Bank of Sioux City Iowa first reported a position in HSY in Q2 2013 and held it in 1 quarter. The position peaked at $357K in Q2 2013. 584 funds tracked by Wall St. Rank hold HSY as of Q3 2013.

  • Security National Bank of Sioux City Iowa reported no remaining Hershey position as of Q3 2013 after selling out during the quarter.
  • Security National Bank of Sioux City Iowa sold 4,000 Hershey shares in Q3 2013, an estimated $357K.
  • Security National Bank of Sioux City Iowa first reported a position in Hershey in Q2 2013 and held it in 1 quarter.
  • Security National Bank of Sioux City Iowa's Hershey position peaked at $357K in Q2 2013.
  • 584 funds tracked by Wall St. Rank held Hershey as of Q3 2013.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q3 2013, filed 12 Nov 2013.