WCM
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Windward Capital Management’s Hershey HSY Stock Holding History

Windward 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
2017
Q1 		– Sell
-3,400
Closed -$352K – 83
2016
Q4 		$352K Hold
3,400
– – 0.07% 73
2016
Q3 		$325K Hold
3,400
– – 0.06% 80
2016
Q2 		$386K Hold
3,400
– – 0.07% 53
2016
Q1 		$313K Hold
3,400
– – 0.06% 60
2015
Q4 		$304K Hold
3,400
– – 0.06% 59
2015
Q3 		$312K Buy
3,400
+975
+40% +$88.8K 0.09% 62
2015
Q2 		$215K Hold
2,425
– – 0.06% 68
2015
Q1 		$245K Hold
2,425
– – 0.06% 71
2014
Q4 		$252K Hold
2,425
– – 0.07% 64
2014
Q3 		$231K Hold
2,425
– – 0.07% 66
2014
Q2 		$236K Sell
2,425
-14
-0.6% -$1.37K 0.08% 67
2014
Q1 		$255K Buy
2,439
+14
+0.6% +$1.43K 0.09% 63
2013
Q4 		$236K Hold
2,425
– – 0.08% 62
2013
Q3 		$224K Sell
2,425
-2,425
-50% -$226K 0.09% 63
2013
Q2 		$433K Buy
+4,850
New +$428K 0.16% 51

Other funds holding HSY

HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return