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 $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sharkey, Howes & Javer's HSY Position: Q3 2019 in Review

Sharkey, Howes & Javer sold out of Hershey (HSY) in Q3 2019, closing a stake of 162 shares — an estimated $22K sold.

Sharkey, Howes & Javer first reported a position in HSY in Q1 2015 and held it in 18 quarters. The position peaked at $22K in Q2 2019. 924 funds tracked by Wall St. Rank hold HSY as of Q3 2019.

Sharkey, Howes & Javer reported no remaining Hershey position as of Q3 2019 after selling out during the quarter.
Sharkey, Howes & Javer sold 162 Hershey shares in Q3 2019, an estimated $22K.
Sharkey, Howes & Javer first reported a position in Hershey in Q1 2015 and held it in 18 quarters.
Sharkey, Howes & Javer's Hershey position peaked at $22K in Q2 2019.
924 funds tracked by Wall St. Rank held Hershey as of Q3 2019.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2019, filed 1 Nov 2019.