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Woodard & Company Asset Management Group’s Hershey HSY Stock Holding History

Woodard & Company Asset Management Group’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
2018
Q4 		– Sell
-300
Closed -$31K – 109
2018
Q3 		$31K Hold
300
– – 0.03% 108
2018
Q2 		$27.9K Hold
300
– – 0.03% 108
2018
Q1 		$30K Sell
300
-300
-50% -$31K 0.03% 106
2017
Q4 		$68K Buy
+600
New +$66K 0.06% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Woodard & Company Asset Management Group's HSY Position: Q4 2018 in Review

Woodard & Company Asset Management Group sold out of Hershey (HSY) in Q4 2018, closing a stake of 300 shares — an estimated $31K sold.

Woodard & Company Asset Management Group first reported a position in HSY in Q4 2017 and held it in 4 quarters. The position peaked at $68K in Q4 2017. 848 funds tracked by Wall St. Rank hold HSY as of Q4 2018.

  • Woodard & Company Asset Management Group reported no remaining Hershey position as of Q4 2018 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 300 Hershey shares in Q4 2018, an estimated $31K.
  • Woodard & Company Asset Management Group first reported a position in Hershey in Q4 2017 and held it in 4 quarters.
  • Woodard & Company Asset Management Group's Hershey position peaked at $68K in Q4 2017.
  • 848 funds tracked by Wall St. Rank held Hershey as of Q4 2018.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2018, filed 1 Feb 2019.