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Whitener Capital Management’s Hershey HSY Stock Holding History

Whitener Capital 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
2019
Q4 		– Sell
-25
Closed -$3K – 259
2019
Q3 		$3K Hold
25
– – ﹤0.01% 425
2019
Q2 		$3K Hold
25
– – ﹤0.01% 411
2019
Q1 		$2K Hold
25
– – ﹤0.01% 428
2018
Q4 		$2K Hold
25
– – ﹤0.01% 402
2018
Q3 		$2K Buy
+25
New +$2.47K ﹤0.01% 422

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

Whitener Capital Management's HSY Position: Q4 2019 in Review

Whitener Capital Management sold out of Hershey (HSY) in Q4 2019, closing a stake of 25 shares — an estimated $3K sold.

Whitener Capital Management first reported a position in HSY in Q3 2018 and held it in 5 quarters. The position peaked at $3K in Q3 2019. 961 funds tracked by Wall St. Rank hold HSY as of Q4 2019.

  • Whitener Capital Management reported no remaining Hershey position as of Q4 2019 after selling out during the quarter.
  • Whitener Capital Management sold 25 Hershey shares in Q4 2019, an estimated $3K.
  • Whitener Capital Management first reported a position in Hershey in Q3 2018 and held it in 5 quarters.
  • Whitener Capital Management's Hershey position peaked at $3K in Q3 2019.
  • 961 funds tracked by Wall St. Rank held Hershey as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.