SFM
Stack Financial Management’s Hershey HSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | -$8.04K | 1.75% | 24 |
|
|
2019
Q1 | $13.4M | Sell |
116,476
-53
| -0% | -$6.09K | 1.6% | 27 |
|
|
2018
Q4 | $12.5M | Sell |
116,529
-3,554
| -3% | -$381K | 1.54% | 25 |
|
|
2018
Q3 | $12.2M | Sell |
120,083
-334
| -0.3% | -$34.1K | 1.33% | 34 |
|
|
2018
Q2 | $11.2M | Sell |
120,417
-370
| -0.3% | -$34.4K | 1.3% | 36 |
|
|
2018
Q1 | $12M | Buy |
120,787
+2,053
| +2% | +$203K | 1.41% | 35 |
|
|
2017
Q4 | $13.5M | Sell |
118,734
-2,685
| -2% | -$305K | 1.36% | 36 |
|
|
2017
Q3 | $13.3M | Sell |
121,419
-730
| -0.6% | -$79.7K | 1.44% | 33 |
|
|
2017
Q2 | $13.1M | Sell |
122,149
-955
| -0.8% | -$103K | 1.36% | 38 |
|
|
2017
Q1 | $13.4M | Sell |
123,104
-2,265
| -2% | -$247K | 1.42% | 35 |
|
|
2016
Q4 | $13M | Sell |
125,369
-2,045
| -2% | -$212K | 1.44% | 35 |
|
|
2016
Q3 | $12.2M | Sell |
127,414
-1,311
| -1% | -$125K | 1.42% | 36 |
|
|
2016
Q2 | $14.6M | Sell |
128,725
-855
| -0.7% | -$97K | 1.86% | 26 |
|
|
2016
Q1 | $11.9M | Sell |
129,580
-1,675
| -1% | -$154K | 1.45% | 34 |
|
|
2015
Q4 | $11.7M | Buy |
131,255
+740
| +0.6% | +$66.1K | 1.48% | 34 |
|
|
2015
Q3 | $12M | Buy |
+130,515
| New | +$12M | 1.68% | 28 |
|