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Stewart & Patten Company’s Hershey HSY Stock Holding History

Stewart & Patten Company’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
2015
Q2 		– Sell
-2,100
Closed -$212K – 94
2015
Q1 		$212K Sell
2,100
-200
-9% -$20.9K 0.04% 89
2014
Q4 		$239K Sell
2,300
-200
-8% -$19.5K 0.05% 88
2014
Q3 		$239K Sell
2,500
-300
-11% -$27.8K 0.05% 85
2014
Q2 		$273K Sell
2,800
-300
-10% -$29.4K 0.06% 80
2014
Q1 		$324K Sell
3,100
-500
-14% -$51.1K 0.07% 77
2013
Q4 		$350K Hold
3,600
– – 0.07% 75
2013
Q3 		$333K Sell
3,600
-300
-8% -$28K 0.07% 75
2013
Q2 		$348K Buy
+3,900
New +$345K 0.07% 71

Other funds holding HSY

HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return