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Trevor, Stewart, Burton & Jacobsen’s Hershey HSY Stock Holding History

Trevor, Stewart, Burton & Jacobsen’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
Q1 		– Sell
-4,360
Closed -$424K – 56
2013
Q4 		$424K Sell
4,360
-4,500
-51% -$433K 0.19% 47
2013
Q3 		$820K Sell
8,860
-5,095
-37% -$475K 0.42% 37
2013
Q2 		$1.25M Buy
+13,955
New +$1.23M 0.67% 34

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Trevor, Stewart, Burton & Jacobsen's HSY Position: Q1 2014 in Review

Trevor, Stewart, Burton & Jacobsen sold out of Hershey (HSY) in Q1 2014, closing a stake of 4,360 shares — an estimated $424K sold.

Trevor, Stewart, Burton & Jacobsen first reported a position in HSY in Q2 2013 and held it in 3 quarters. The position peaked at $1.25M in Q2 2013. 669 funds tracked by Wall St. Rank hold HSY as of Q1 2014.

  • Trevor, Stewart, Burton & Jacobsen reported no remaining Hershey position as of Q1 2014 after selling out during the quarter.
  • Trevor, Stewart, Burton & Jacobsen sold 4,360 Hershey shares in Q1 2014, an estimated $424K.
  • Trevor, Stewart, Burton & Jacobsen first reported a position in Hershey in Q2 2013 and held it in 3 quarters.
  • Trevor, Stewart, Burton & Jacobsen's Hershey position peaked at $1.25M in Q2 2013.
  • 669 funds tracked by Wall St. Rank held Hershey as of Q1 2014.

Based on Trevor, Stewart, Burton & Jacobsen's 13F filing for Q1 2014, filed 13 May 2014.