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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 $9.82B AUM 0.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $3.37T AUM 44.26% 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 $2.3T AUM 54.33% 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 $72.6B AUM 54.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Stewart & Patten Company's HSY Position: Q2 2015 in Review

Stewart & Patten Company sold out of Hershey (HSY) in Q2 2015, closing a stake of 2,100 shares — an estimated $212K sold.

Stewart & Patten Company first reported a position in HSY in Q2 2013 and held it in 8 quarters. The position peaked at $350K in Q4 2013. 672 funds tracked by Wall St. Rank hold HSY as of Q2 2015.

  • Stewart & Patten Company reported no remaining Hershey position as of Q2 2015 after selling out during the quarter.
  • Stewart & Patten Company sold 2,100 Hershey shares in Q2 2015, an estimated $212K.
  • Stewart & Patten Company first reported a position in Hershey in Q2 2013 and held it in 8 quarters.
  • Stewart & Patten Company's Hershey position peaked at $350K in Q4 2013.
  • 672 funds tracked by Wall St. Rank held Hershey as of Q2 2015.

Based on Stewart & Patten Company's 13F filing for Q2 2015, filed 13 Jul 2015.