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Trilogy Capital’s Hershey HSY Stock Holding History

Trilogy Capital’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
2019
Q1 		– Sell
-2,872
Closed -$308K – 139
2018
Q4 		$308K Sell
2,872
-556
-16% -$59.1K 0.04% 105
2018
Q3 		$350K Sell
3,428
-551
-14% -$54.5K 0.04% 109
2018
Q2 		$370K Sell
3,979
-526
-12% -$49K 0.05% 91
2018
Q1 		$446K Sell
4,505
-175
-4% -$18.1K 0.06% 83
2017
Q4 		$531K Buy
+4,680
New +$515K 0.09% 78

Other funds holding HSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Trilogy Capital's HSY Position: Q1 2019 in Review

Trilogy Capital sold out of Hershey (HSY) in Q1 2019, closing a stake of 2,872 shares — an estimated $308K sold.

Trilogy Capital first reported a position in HSY in Q4 2017 and held it in 5 quarters. The position peaked at $531K in Q4 2017. 859 funds tracked by Wall St. Rank hold HSY as of Q1 2019.

  • Trilogy Capital reported no remaining Hershey position as of Q1 2019 after selling out during the quarter.
  • Trilogy Capital sold 2,872 Hershey shares in Q1 2019, an estimated $308K.
  • Trilogy Capital first reported a position in Hershey in Q4 2017 and held it in 5 quarters.
  • Trilogy Capital's Hershey position peaked at $531K in Q4 2017.
  • 859 funds tracked by Wall St. Rank held Hershey as of Q1 2019.

Based on Trilogy Capital's 13F filing for Q1 2019, filed 17 Apr 2019.