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Smith Shellnut Wilson’s Hershey HSY Stock Holding History

Smith Shellnut Wilson’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
2018
Q1 		– Sell
-3,068
Closed -$348K – 128
2017
Q4 		$348K Hold
3,068
– – 0.29% 69
2017
Q3 		$335K Sell
3,068
-718
-19% -$76.5K 0.3% 73
2017
Q2 		$430K Sell
3,786
-158
-4% -$17.4K 0.45% 45
2017
Q1 		$431K Hold
3,944
– – 0.4% 51
2016
Q4 		$408K Buy
+3,944
New +$389K 0.39% 51

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
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Smith Shellnut Wilson's HSY Position: Q1 2018 in Review

Smith Shellnut Wilson sold out of Hershey (HSY) in Q1 2018, closing a stake of 3,068 shares — an estimated $348K sold.

Smith Shellnut Wilson first reported a position in HSY in Q4 2016 and held it in 5 quarters. The position peaked at $431K in Q1 2017. 772 funds tracked by Wall St. Rank hold HSY as of Q1 2018.

  • Smith Shellnut Wilson reported no remaining Hershey position as of Q1 2018 after selling out during the quarter.
  • Smith Shellnut Wilson sold 3,068 Hershey shares in Q1 2018, an estimated $348K.
  • Smith Shellnut Wilson first reported a position in Hershey in Q4 2016 and held it in 5 quarters.
  • Smith Shellnut Wilson's Hershey position peaked at $431K in Q1 2017.
  • 772 funds tracked by Wall St. Rank held Hershey as of Q1 2018.

Based on Smith Shellnut Wilson's 13F filing for Q1 2018, filed 24 Apr 2018.