HERSHEY TRUST CO
Institutional investor · Portfolio as of Q1 2021
Top Holdings35 positions
HERSHEY COMPANY CLASS B | 60.6M | $9.6B | 99.1% | — | — | 9 qtrssince 2019-Q1 | Unchanged 0 |
ISHARES TR | 70,455 | $18.2M | 0.2% | $60.54 | 0.00% | 1 qtr | New 48 |
SELECT SECTOR SPDR TR | 184,000 | $18.1M | 0.2% | $91.78 | 0.00% | 1 qtr | New 48 |
SELECT SECTOR SPDR TR | 220,000 | $17.3M | 0.2% | $35.37 | 0.00% | 1 qtr | New 48 |
HERSHEY CO | 47,170 | $7.5M | 0.1% | $96.09 | +43.71% | 9 qtrssince 2019-Q1 | Unchanged 0 |
ISHARES TR | 20,700 | $4.6M | 0.0% | $184.70 | +11.21% | 2 qtrssince 2020-Q4 | Decreased 0 |
ISHARES TR | 19,026 | $2.3M | 0.0% | $96.47 | +18.80% | 3 qtrssince 2020-Q3 | Unchanged 0 |
CRISPR THERAPEUTICS AG | 16,879 | $2.1M | 0.0% | $115.20 | 0.00% | 1 qtr | New 37 |
RELAY THERAPEUTICS INC | 59,360 | $2.1M | 0.0% | $35.58 | 0.00% | 1 qtr | New 37 |
ISHARES TR | 22,000 | $1.6M | 0.0% | $62.21 | 0.00% | 1 qtr | New 36 |
WAYFAIR INC | 4,203 | $1.3M | 0.0% | $230.67 | -53.49%as of Oct 16 | 2 qtrssince 2020-Q4 | Unchanged 0 |
COMMERCE.COM INC | 22,766 | $1.3M | 0.0% | $57.80 | 0.00% | 1 qtr | New 36 |
ISHARES TR | 23,150 | $1.2M | 0.0% | $41.66 | +13.35% | 3 qtrssince 2020-Q3 | Unchanged 0 |
INARI MED INC | 8,564 | $916,000 | 0.0% | — | — | 2 qtrssince 2020-Q4 | Decreased 0 |
REPARE THERAPEUTICS INC | 29,559 | $907,000 | 0.0% | — | — | 2 qtrssince 2020-Q4 | Increased 41 |
LEMONADE INC | 9,596 | $894,000 | 0.0% | $93.13 | +17.48% | 1 qtr | New 35 |
BERKELEY LIGHTS INC | 12,044 | $605,000 | 0.0% | — | — | 1 qtr | New 35 |
MICROSOFT CORP | 2,272 | $536,000 | 0.0% | $198.35 | +12.42% | 3 qtrssince 2020-Q3 | Unchanged 0 |
EVENTBRITE INC | 17,343 | $384,000 | 0.0% | — | — | 1 qtr | New 34 |
TELADOC HEALTH INC | 1,838 | $334,000 | 0.0% | $199.96 | -9.11% | 2 qtrssince 2020-Q4 | Decreased 0 |
HERSHEY TRUST CO manages $9.7B across 35 positions as of Q1 2021. Top holdings: HSYFB (99.1%), IYT (0.2%), XLI (0.2%). Fund DNA: Momentum Trader. HoldingsIntel Score: 1.5/5.0.
Active quarter - 15 new positions, 12 exits, 2 increased. Top move: IYT (NEW, conviction 48). Portfolio: $9.7B across 35 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.
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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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR