HERSHEY TRUST CO
Institutional investor · Portfolio as of Q1 2020
Top Holdings28 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
HERSHEY COMPANY CLASS B | 60.6M | $8B | 99.4% | — | — | 5 qtrssince 2019-Q1 | Unchanged 0 |
ISHARES MSCI USA QUALITY FAC | 181,090 | $14.7M | 0.2% | $76.55 | 0.00% | 1 qtr | New 47 |
ISHARES RUSSELL 3000 ETF | 57,500 | $8.5M | 0.1% | $139.90 | +214.70% | 1 qtr | New 47 |
HERSHEY CO/THE | 47,170 | $6.3M | 0.1% | $98.23 | +22.47% | 5 qtrssince 2019-Q1 | Unchanged 0 |
| 308,271 | $3.9M | 0.0% | — | — | — | Increased 44 | |
Guardant Health, Inc. | 47,622 | $3.3M | 0.0% | $65.19 | +9.30% | 3 qtrssince 2019-Q3 | Increased 37 |
ISHARES MSCI EAFE ETF CL USD INC | 45,500 | $2.4M | 0.0% | $45.09 | 0.00% | 1 qtr | New 37 |
ISHARES MSCI EMERGING MARKETS INDEX FUND | 51,000 | $1.7M | 0.0% | $29.68 | 0.00% | 1 qtr | New 37 |
BLOCK INC | 31,339 | $1.6M | 0.0% | $55.00 | +50.69% | 1 qtr | New 37 |
ZOOM COMMUNICATIONS INC | 10,343 | $1.5M | 0.0% | $150.88 | 0.00% | 1 qtr | New 36 |
DROPBOX INC | 44,385 | $803,000 | 0.0% | $18.15 | 0.00% | 1 qtr | New 35 |
EAGLE PHARMACEUTICALS INC | 15,097 | $694,000 | 0.0% | $50.49 | -10.26% | 5 qtrssince 2019-Q1 | Unchanged 0 |
FINVOLUTION GROUP | 355,507 | $633,000 | 0.0% | $1.86 | -40.32% | 2 qtrssince 2019-Q4 | Unchanged 0 |
| 19,998 | $434,000 | 0.0% | $23.40 | -41.32% | 5 qtrssince 2019-Q1 | Unchanged 0 | |
CROWDSTRIKE HOLDINGS INC - A | 5,023 | $280,000 | 0.0% | $52.73 | +9.47% | 2 qtrssince 2019-Q4 | Increased 34 |
HEALTH CATALYST INC | 10,545 | $276,000 | 0.0% | $25.48 | 0.00% | 1 qtr | New 33 |
NIO INC | 85,968 | $239,000 | 0.0% | $5.10 | -9.80% | 5 qtrssince 2019-Q1 | Unchanged 0 |
NATERA INC | 7,887 | $236,000 | 0.0% | $33.01 | +851.70% | 3 qtrssince 2019-Q3 | Decreased 0 |
JUMEI INTL HLDG LTD | 11,624 | $215,000 | 0.0% | — | — | — | — |
SPOTIFY TECHNOLOGY SA | 1,769 | $215,000 | 0.0% | $138.80 | +254.81% | 5 qtrssince 2019-Q1 | Unchanged 0 |
HERSHEY TRUST CO manages $8.1B across 28 positions as of Q1 2020. Top holdings: HSYFB (99.4%), QUAL (0.2%), IWV (0.1%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 9 new positions, 6 exits, 3 increased. Top move: QUAL (NEW, conviction 47). Portfolio: $8.1B across 28 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer