Waverton Investment Management
HSY icon

Waverton Investment Management’s Hershey HSY Stock Holding History

Waverton Investment 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
2016
Q2 		– Sell
-10,480
Closed -$965K – 107
2016
Q1 		$965K Hold
10,480
– – 0.07% 94
2015
Q4 		$936K Hold
10,480
– – 0.07% 94
2015
Q3 		$963K Sell
10,480
-280
-3% -$25.5K 0.08% 90
2015
Q2 		$956K Sell
10,760
-150
-1% -$14.1K 0.07% 93
2015
Q1 		$1.1M Sell
10,910
-100
-0.9% -$10.4K 0.08% 80
2014
Q4 		$1.14M Hold
11,010
– – 0.08% 81
2014
Q3 		$1.05M Hold
11,010
– – 0.07% 85
2014
Q2 		$1.07M Sell
11,010
-200
-2% -$19.6K 0.07% 83
2014
Q1 		$1.17M Sell
11,210
-100
-0.9% -$10.2K 0.06% 149
2013
Q4 		$1.1M Hold
11,310
– – 0.06% 149
2013
Q3 		$1.05M Buy
11,310
+280
+3% +$26.1K 0.06% 167
2013
Q2 		$985K Buy
+11,030
New +$974K 0.09% 72

Other funds holding HSY

Hershey Trust Company
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
Janus Henderson Investors US
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Amundi Asset Management US
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Waverton Investment Management's HSY Position: Q2 2016 in Review

Waverton Investment Management sold out of Hershey (HSY) in Q2 2016, closing a stake of 10,480 shares — an estimated $965K sold.

Waverton Investment Management first reported a position in HSY in Q2 2013 and held it in 12 quarters. The position peaked at $1.17M in Q1 2014. 724 funds tracked by Wall St. Rank hold HSY as of Q2 2016.

  • Waverton Investment Management reported no remaining Hershey position as of Q2 2016 after selling out during the quarter.
  • Waverton Investment Management sold 10,480 Hershey shares in Q2 2016, an estimated $965K.
  • Waverton Investment Management first reported a position in Hershey in Q2 2013 and held it in 12 quarters.
  • Waverton Investment Management's Hershey position peaked at $1.17M in Q1 2014.
  • 724 funds tracked by Wall St. Rank held Hershey as of Q2 2016.

Based on Waverton Investment Management's 13F filing for Q2 2016, filed 28 Jul 2016.