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Wheatland Advisors’s Hershey HSY Stock Holding History

Wheatland 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
2019
Q4 		– Sell
-1,318
Closed -$204K – 95
2019
Q3 		$204K Buy
+1,318
New +$199K 0.19% 94
2015
Q1 		– Sell
-1,938
Closed -$201K – 87
2014
Q4 		$201K Buy
+1,938
New +$189K 0.2% 86
2014
Q2 		– Sell
-1,938
Closed -$202K – 86
2014
Q1 		$202K Buy
+1,938
New +$198K 0.21% 83

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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wheatland Advisors's HSY Position: Q4 2019 in Review

Wheatland Advisors sold out of Hershey (HSY) in Q4 2019, closing a stake of 1,318 shares — an estimated $204K sold.

Wheatland Advisors first reported a position in HSY in Q1 2014 and held it in 3 quarters. The position peaked at $204K in Q3 2019. 961 funds tracked by Wall St. Rank hold HSY as of Q4 2019.

  • Wheatland Advisors reported no remaining Hershey position as of Q4 2019 after selling out during the quarter.
  • Wheatland Advisors sold 1,318 Hershey shares in Q4 2019, an estimated $204K.
  • Wheatland Advisors first reported a position in Hershey in Q1 2014 and held it in 3 quarters.
  • Wheatland Advisors's Hershey position peaked at $204K in Q3 2019.
  • 961 funds tracked by Wall St. Rank held Hershey as of Q4 2019.

Based on Wheatland Advisors's 13F filing for Q4 2019, filed 12 Feb 2020.