Tirschwell & Loewy’s Hershey HSY Stock Holding History

Tirschwell & Loewy’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	-6,800	Closed	-$772K	–	81
2016 Q2	$772K	Sell	6,800 -7,800	-53%	-$730K	0.14%	64
2016 Q1	$1.34M	Sell	14,600 -1,000	-6%	-$89.2K	0.24%	62
2015 Q4	$1.39M	Hold	15,600	–	–	0.25%	60
2015 Q3	$1.43M	Sell	15,600 -400	-3%	-$36.4K	0.27%	57
2015 Q2	$1.42M	Sell	16,000 -200	-1%	-$18.9K	0.24%	55
2015 Q1	$1.64M	Sell	16,200 -250	-2%	-$26.1K	0.27%	52
2014 Q4	$1.71M	Sell	16,450 -600	-4%	-$58.4K	0.28%	52
2014 Q3	$1.63M	Hold	17,050	–	–	0.27%	52
2014 Q2	$1.66M	Sell	17,050 -200	-1%	-$19.6K	0.27%	50
2014 Q1	$1.8M	Hold	17,250	–	–	0.31%	49
2013 Q4	$1.68M	Sell	17,250 -300	-2%	-$28.8K	0.29%	50
2013 Q3	$1.62M	Sell	17,550 -250	-1%	-$23.3K	0.31%	50
2013 Q2	$1.59M	Buy	+17,800	New	+$1.57M	0.34%	51

Other funds holding HSY

HTC

Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BIT

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

BFA

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AAMU

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Tirschwell & Loewy's HSY Position: Q3 2016 in Review

Tirschwell & Loewy sold out of Hershey (HSY) in Q3 2016, closing a stake of 6,800 shares — an estimated $772K sold.

Tirschwell & Loewy first reported a position in HSY in Q2 2013 and held it in 13 quarters. The position peaked at $1.8M in Q1 2014. 698 funds tracked by Wall St. Rank hold HSY as of Q3 2016.

Tirschwell & Loewy reported no remaining Hershey position as of Q3 2016 after selling out during the quarter.
Tirschwell & Loewy sold 6,800 Hershey shares in Q3 2016, an estimated $772K.
Tirschwell & Loewy first reported a position in Hershey in Q2 2013 and held it in 13 quarters.
Tirschwell & Loewy's Hershey position peaked at $1.8M in Q1 2014.
698 funds tracked by Wall St. Rank held Hershey as of Q3 2016.

Based on Tirschwell & Loewy's 13F filing for Q3 2016, filed 25 Oct 2016.