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Stack Financial Management’s Hershey HSY Stock Holding History

Stack Financial Management’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
-116,416
Closed -$15.6M – 49
2019
Q2 		$15.6M Sell
116,416
-60
-0.1% -$7.62K 1.75% 24
2019
Q1 		$13.4M Sell
116,476
-53
-0% -$5.77K 1.6% 27
2018
Q4 		$12.5M Sell
116,529
-3,554
-3% -$378K 1.54% 25
2018
Q3 		$12.2M Sell
120,083
-334
-0.3% -$33K 1.33% 34
2018
Q2 		$11.2M Sell
120,417
-370
-0.3% -$34.5K 1.3% 36
2018
Q1 		$12M Buy
120,787
+2,053
+2% +$212K 1.41% 35
2017
Q4 		$13.5M Sell
118,734
-2,685
-2% -$295K 1.36% 36
2017
Q3 		$13.3M Sell
121,419
-730
-0.6% -$77.8K 1.44% 33
2017
Q2 		$13.1M Sell
122,149
-955
-0.8% -$105K 1.36% 38
2017
Q1 		$13.4M Sell
123,104
-2,265
-2% -$243K 1.42% 35
2016
Q4 		$13M Sell
125,369
-2,045
-2% -$202K 1.44% 35
2016
Q3 		$12.2M Sell
127,414
-1,311
-1% -$139K 1.42% 36
2016
Q2 		$14.6M Sell
128,725
-855
-0.7% -$80K 1.86% 26
2016
Q1 		$11.9M Sell
129,580
-1,675
-1% -$149K 1.45% 34
2015
Q4 		$11.7M Buy
131,255
+740
+0.6% +$66.4K 1.48% 34
2015
Q3 		$12M Buy
+130,515
New +$11.9M 1.68% 28

Other funds holding HSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stack Financial Management's HSY Position: Q3 2019 in Review

Stack Financial Management sold out of Hershey (HSY) in Q3 2019, closing a stake of 116,416 shares — an estimated $15.6M sold.

Stack Financial Management first reported a position in HSY in Q3 2015 and held it in 16 quarters. The position peaked at $15.6M in Q2 2019. 923 funds tracked by Wall St. Rank hold HSY as of Q3 2019.

  • Stack Financial Management reported no remaining Hershey position as of Q3 2019 after selling out during the quarter.
  • Stack Financial Management sold 116,416 Hershey shares in Q3 2019, an estimated $15.6M.
  • Stack Financial Management first reported a position in Hershey in Q3 2015 and held it in 16 quarters.
  • Stack Financial Management's Hershey position peaked at $15.6M in Q2 2019.
  • 923 funds tracked by Wall St. Rank held Hershey as of Q3 2019.

Based on Stack Financial Management's 13F filing for Q3 2019, filed 29 Oct 2019.