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Sustainable Growth Advisers’s Hershey HSY Stock Holding History

Sustainable Growth Advisers’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
Q4 		– Sell
-1,459,280
Closed -$134M – 50
2015
Q3 		$134M Sell
1,459,280
-25,926
-2% -$2.36M 2.94% 18
2015
Q2 		$132M Buy
1,485,206
+260,848
+21% +$24.6M 2.69% 22
2015
Q1 		$124M Buy
1,224,358
+291,509
+31% +$30.4M 2.84% 22
2014
Q4 		$97M Buy
932,849
+484,572
+108% +$47.2M 2.19% 25
2014
Q3 		$42.8M Buy
+448,277
New +$41.5M 0.96% 30

Other funds holding HSY

HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Sustainable Growth Advisers's HSY Position: Q4 2015 in Review

Sustainable Growth Advisers sold out of Hershey (HSY) in Q4 2015, closing a stake of 1,459,280 shares — an estimated $134M sold.

Sustainable Growth Advisers first reported a position in HSY in Q3 2014 and held it in 5 quarters. The position peaked at $134M in Q3 2015. 688 funds tracked by Wall St. Rank hold HSY as of Q4 2015.

  • Sustainable Growth Advisers reported no remaining Hershey position as of Q4 2015 after selling out during the quarter.
  • Sustainable Growth Advisers sold 1,459,280 Hershey shares in Q4 2015, an estimated $134M.
  • Sustainable Growth Advisers first reported a position in Hershey in Q3 2014 and held it in 5 quarters.
  • Sustainable Growth Advisers's Hershey position peaked at $134M in Q3 2015.
  • 688 funds tracked by Wall St. Rank held Hershey as of Q4 2015.

Based on Sustainable Growth Advisers's 13F filing for Q4 2015, filed 12 Feb 2016.