Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
$775K Sell
7,102
-2,391
-25% -$255K 0.1% 1327
2017
Q2
$1.02M Buy
9,493
+8,666
+1,048% +$956K 0.15% 1079
2017
Q1
$90K Buy
+827
New +$88.7K 0.03% 2295
2016
Q4
Hold
0
3118
2016
Q3
Sell
-8,791
Closed -$998K 3449
2016
Q2
$998K Buy
8,791
+6,548
+292% +$613K 0.14% 1129
2016
Q1
$207K Buy
+2,243
New +$200K 0.03% 2193
2015
Q4
Sell
-7,952
Closed -$713K 3901
2015
Q3
$731K Buy
7,952
+7,387
+1,307% +$673K 0.05% 1804
2015
Q2
$50K Sell
565
-584
-51% -$55.1K ﹤0.01% 3285
2015
Q1
$116K Sell
1,149
-8,401
-88% -$877K 0.01% 3020
2014
Q4
$993K Buy
9,550
+6,550
+218% +$638K 0.05% 1889
2014
Q3
$286K Buy
+3,000
New +$278K 0.01% 2936
2014
Q2
Sell
-39
Closed -$3.83K 4745
2014
Q1
$4K Sell
39
-88
-69% -$9K ﹤0.01% 4027
2013
Q4
$12K Buy
+127
New +$12.2K ﹤0.01% 3750
2013
Q3
Hold
0
4327
2013
Q2
Hold
0
4272

Other funds holding HSY