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Whitnell & Co’s Hershey HSY Stock Holding History

Whitnell & Co’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 		$882K Hold
6,000
– – 0.27% 88
2019
Q3 		$930K Buy
+6,000
New +$906K 0.31% 81
2013
Q3 		– Sell
-99
Closed -$9K – 311
2013
Q2 		$9K Buy
+99
New +$8.75K ﹤0.01% 288

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

Whitnell & Co's HSY Position: Q4 2019 in Review

Whitnell & Co held its Hershey (HSY) position steady in Q4 2019 at 6,000 shares worth $882K. The position accounts for 0.27% of the portfolio, ranked #88.

Whitnell & Co first reported a position in HSY in Q2 2013 and has held it in 3 quarters since. The position peaked at $930K in Q3 2019. 961 funds tracked by Wall St. Rank hold HSY as of Q4 2019.

  • Whitnell & Co held 6,000 shares of Hershey worth $882K as of Q4 2019.
  • Whitnell & Co left its Hershey share count unchanged in Q4 2019.
  • Hershey made up 0.27% of Whitnell & Co's portfolio in Q4 2019, its #88 holding.
  • Whitnell & Co first reported a position in Hershey in Q2 2013 and has held it in 3 quarters since.
  • Whitnell & Co's Hershey position peaked at $930K in Q3 2019.
  • 961 funds tracked by Wall St. Rank held Hershey as of Q4 2019.

Based on Whitnell & Co's 13F filing for Q4 2019, filed 11 Feb 2020.