Symphony Asset Management’s Hershey HSY Stock Holding History

Symphony Asset Management’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
2016 Q3	–	Sell	-5,624	Closed	-$638K	–	412
2016 Q2	$638K	Sell	5,624 -13,089	-70%	-$1.23M	0.07%	216
2016 Q1	$1.72M	Buy	18,713 +60	+0.3%	+$5.35K	0.19%	133
2015 Q4	$1.67M	Sell	18,653 -143	-0.8%	-$12.8K	0.18%	136
2015 Q3	$1.73M	Buy	+18,796	New	+$1.71M	0.21%	112
2015 Q2	–	Sell	-10,404	Closed	-$1.05M	–	447
2015 Q1	$1.05M	Sell	10,404 -3,032	-23%	-$316K	0.12%	177
2014 Q4	$1.4M	Sell	13,436 -2,853	-18%	-$278K	0.18%	134
2014 Q3	$1.55M	Sell	16,289 -4,716	-22%	-$437K	0.16%	125
2014 Q2	$2.04M	Sell	21,005 -10,298	-33%	-$1.01M	0.21%	124
2014 Q1	$3.27M	Buy	31,303 +4,095	+15%	+$419K	0.31%	88
2013 Q4	$2.65M	Buy	27,208 +4,702	+21%	+$452K	0.2%	107
2013 Q3	$2.08M	Buy	22,506 +458	+2%	+$42.7K	0.22%	116
2013 Q2	$1.97M	Buy	+22,048	New	+$1.95M	0.2%	121

Other funds holding HSY

Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return