Sharkey, Howes & Javer’s Hershey HSY Stock Holding History

Sharkey, Howes & Javer’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	-162	Closed	-$22K	–	102
2019 Q2	$22K	Hold	162	–	–	0.01%	135
2019 Q1	$19K	Hold	162	–	–	0.01%	138
2018 Q4	$17K	Hold	162	–	–	0.01%	138
2018 Q3	$17K	Hold	162	–	–	0.01%	148
2018 Q2	$15K	Hold	162	–	–	0.01%	149
2018 Q1	$16K	Hold	162	–	–	0.01%	136
2017 Q4	$18K	Hold	162	–	–	0.01%	130
2017 Q3	$18K	Hold	162	–	–	0.01%	132
2017 Q2	$17K	Hold	162	–	–	0.01%	134
2017 Q1	$18K	Hold	162	–	–	0.01%	144
2016 Q4	$17K	Hold	162	–	–	0.01%	147
2016 Q3	$15K	Hold	162	–	–	0.01%	149
2016 Q2	$18K	Hold	162	–	–	0.01%	145
2016 Q1	$15K	Hold	162	–	–	0.01%	163
2015 Q4	$14K	Hold	162	–	–	0.01%	171
2015 Q3	$15K	Hold	162	–	–	0.01%	166
2015 Q2	$14K	Hold	162	–	–	0.01%	152
2015 Q1	$16K	Buy	+162	New	+$16.9K	0.01%	164

Other funds holding HSY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return