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Stifel Trust’s Hershey HSY Stock Holding History

Stifel Trust’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
2014
Q3 		$107K Buy
+1,120
New +$104K 0.02% 222

Other funds holding HSY

HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Stifel Trust's HSY Position: Q3 2014 in Review

Stifel Trust opened a new position in Hershey (HSY) in Q3 2014: 1,120 shares worth $107K. The stake represents 0.02% of the portfolio and ranks #222 among its holdings.

630 funds tracked by Wall St. Rank hold HSY as of Q3 2014.

  • Stifel Trust held 1,120 shares of Hershey worth $107K as of Q3 2014.
  • Hershey was a new Stifel Trust position in Q3 2014.
  • Hershey made up 0.02% of Stifel Trust's portfolio in Q3 2014, its #222 holding.
  • 630 funds tracked by Wall St. Rank held Hershey as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.