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UBS’s Hershey HSY Stock Holding History

UBS’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
Q3 		$15.8M Sell
166,078
-63,460
-28% -$5.88M 0.01% 1107
2014
Q2 		$22.4M Sell
229,538
-5,336
-2% -$523K 0.02% 816
2014
Q1 		$24.5M Buy
234,874
+39,072
+20% +$4M 0.02% 693
2013
Q4 		$19M Buy
195,802
+29,115
+17% +$2.8M 0.02% 838
2013
Q3 		$15.4M Sell
166,687
-7,855
-5% -$732K 0.02% 849
2013
Q2 		$15.6M Buy
+174,542
New +$15.4M 0.02% 782

Other funds holding HSY

HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 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 $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

UBS's HSY Position: Q3 2014 in Review

UBS reduced its Hershey (HSY) stake by 28% in Q3 2014, selling an estimated $5.88M and leaving 166,078 shares worth $15.8M. The position accounts for 0.01% of the portfolio, ranked #1107.

UBS first reported a position in HSY in Q2 2013 and has held it in 6 quarters since. The position peaked at $24.5M in Q1 2014. 631 funds tracked by Wall St. Rank hold HSY as of Q3 2014.

  • UBS held 166,078 shares of Hershey worth $15.8M as of Q3 2014.
  • UBS sold 63,460 Hershey shares in Q3 2014, an estimated $5.88M.
  • Hershey made up 0.01% of UBS's portfolio in Q3 2014, its #1107 holding.
  • UBS first reported a position in Hershey in Q2 2013 and has held it in 6 quarters since.
  • UBS's Hershey position peaked at $24.5M in Q1 2014.
  • 631 funds tracked by Wall St. Rank held Hershey as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.