WealthTrust Fairport’s Hershey HSY Stock Holding History

WealthTrust Fairport’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	$16K	Hold	140	–	–	﹤0.01%	313
2018 Q4	$15K	Hold	140	–	–	﹤0.01%	296
2018 Q3	$14K	Hold	140	–	–	﹤0.01%	363
2018 Q2	$13K	Buy	+140	New	+$13.1K	﹤0.01%	362
2015 Q1	–	Sell	-1,856	Closed	-$193K	–	248
2014 Q4	$193K	Hold	1,856	–	–	0.03%	119
2014 Q3	$177K	Hold	1,856	–	–	0.03%	114
2014 Q2	$181K	Hold	1,856	–	–	0.03%	118
2014 Q1	$194K	Buy	+1,856	New	+$190K	0.03%	110

Other funds holding HSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $63.9B AUM 45.56% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WealthTrust Fairport's HSY Position: Q1 2019 in Review

WealthTrust Fairport held its Hershey (HSY) position steady in Q1 2019 at 140 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

WealthTrust Fairport first reported a position in HSY in Q1 2014 and has held it in 8 quarters since. The position peaked at $194K in Q1 2014. 859 funds tracked by Wall St. Rank hold HSY as of Q1 2019.

WealthTrust Fairport held 140 shares of Hershey worth $16K as of Q1 2019.
WealthTrust Fairport left its Hershey share count unchanged in Q1 2019.
Hershey made up ﹤0.01% of WealthTrust Fairport's portfolio in Q1 2019, its #313 holding.
WealthTrust Fairport first reported a position in Hershey in Q1 2014 and has held it in 8 quarters since.
WealthTrust Fairport's Hershey position peaked at $194K in Q1 2014.
859 funds tracked by Wall St. Rank held Hershey as of Q1 2019.

Based on WealthTrust Fairport's 13F filing for Q1 2019, filed 15 May 2019.