Question 1

How many shares of IWM does HERSHEY TRUST CO own?

Accepted Answer

HERSHEY TRUST CO previously held 0 shares of IWM (ISHARES RUSSELL 2000 ETF  ETF) before exiting the position in 2022-Q3.

Question 2

What is HERSHEY TRUST CO's IWM position worth?

Accepted Answer

HERSHEY TRUST CO's IWM position was last reported at $0 in 2022-Q3 before the exit.

Question 3

Is HERSHEY TRUST CO buying or selling IWM?

Accepted Answer

In 2022-Q3, HERSHEY TRUST CO exited their IWM position entirely (-100.0% change in shares).

Question 4

When did HERSHEY TRUST CO first buy IWM?

Accepted Answer

Based on available 13F filings, HERSHEY TRUST CO first reported a position in IWM in 2020-Q4. They have held the position across 8 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2022-Q3 Latest	Exited	0	-100.0%	$0	0.0%	$159.25	0
2022-Q2	Decreased	64,444	-47.0%	$10.9M	0.1%	$162.78	0
2022-Q1	Unchanged	121,700	0.0%	$25M	0.2%	$197.33	0
2021-Q4	Unchanged	121,700	0.0%	$27.1M	0.2%	$211.63	0
2021-Q3	Increased	121,700	+1298.8%	$26.6M	0.3%	$208.99	56
2021-Q2	Decreased	8,700	-58.0%	$2M	0.0%	$216.40	0
2021-Q1	Decreased	20,700	-32.6%	$4.6M	0.0%	$205.40	0
2020-Q4	New	30,700	-	$6M	0.1%	$184.70	39

IWM8 quarters

IWM
8 quarters