WCA
HSY icon

Westover Capital Advisors’s Hershey HSY Stock Holding History

Westover Capital Advisors’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
2020
Q3 		– Sell
-1,688
Closed -$219K – 137
2020
Q2 		$219K Sell
1,688
-225
-12% -$30.3K 0.1% 105
2020
Q1 		$253K Sell
1,913
-215
-10% -$31.7K 0.14% 98
2019
Q4 		$313K Sell
2,128
-5,672
-73% -$841K 0.14% 107
2019
Q3 		$1.21M Sell
7,800
-229
-3% -$34.6K 0.57% 50
2019
Q2 		$1.08M Sell
8,029
-983
-11% -$125K 0.53% 50
2019
Q1 		$1.03M Sell
9,012
-247
-3% -$26.9K 0.54% 52
2018
Q4 		$992K Buy
+9,259
New +$984K 0.62% 50

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Westover Capital Advisors's HSY Position: Q3 2020 in Review

Westover Capital Advisors sold out of Hershey (HSY) in Q3 2020, closing a stake of 1,688 shares — an estimated $219K sold.

Westover Capital Advisors first reported a position in HSY in Q4 2018 and held it in 7 quarters. The position peaked at $1.21M in Q3 2019. 925 funds tracked by Wall St. Rank hold HSY as of Q3 2020.

  • Westover Capital Advisors reported no remaining Hershey position as of Q3 2020 after selling out during the quarter.
  • Westover Capital Advisors sold 1,688 Hershey shares in Q3 2020, an estimated $219K.
  • Westover Capital Advisors first reported a position in Hershey in Q4 2018 and held it in 7 quarters.
  • Westover Capital Advisors's Hershey position peaked at $1.21M in Q3 2019.
  • 925 funds tracked by Wall St. Rank held Hershey as of Q3 2020.

Based on Westover Capital Advisors's 13F filing for Q3 2020, filed 19 Nov 2020.