SFM
HSY icon

Systematic Financial Management’s Hershey HSY Stock Holding History

Systematic Financial 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
2013
Q3 		– Sell
-3,600
Closed -$321K – 665
2013
Q2 		$321K Buy
+3,600
New +$318K ﹤0.01% 602

Other funds holding HSY

HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Systematic Financial Management's HSY Position: Q3 2013 in Review

Systematic Financial Management sold out of Hershey (HSY) in Q3 2013, closing a stake of 3,600 shares — an estimated $321K sold.

Systematic Financial Management first reported a position in HSY in Q2 2013 and held it in 1 quarter. The position peaked at $321K in Q2 2013. 584 funds tracked by Wall St. Rank hold HSY as of Q3 2013.

  • Systematic Financial Management reported no remaining Hershey position as of Q3 2013 after selling out during the quarter.
  • Systematic Financial Management sold 3,600 Hershey shares in Q3 2013, an estimated $321K.
  • Systematic Financial Management first reported a position in Hershey in Q2 2013 and held it in 1 quarter.
  • Systematic Financial Management's Hershey position peaked at $321K in Q2 2013.
  • 584 funds tracked by Wall St. Rank held Hershey as of Q3 2013.

Based on Systematic Financial Management's 13F filing for Q3 2013, filed 12 Nov 2013.