HERSHEY TRUST CO
Institutional investor · Portfolio as of Q1 2022
Top Holdings32 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
HERSHEY COMPANY CLASS B | 59.6M | $12.9B | 98.8% | — | — | 13 qtrssince 2019-Q1 | Decreased 0 |
ISHARES RUSSELL 2000 ETF ETF | 121,700 | $25M | 0.2% | $207.25 | -4.79% | 6 qtrssince 2020-Q4 | Unchanged 0 |
MATERIALS SELECT SECTOR SPDR | 251,000 | $22.1M | 0.2% | $36.65 | +12.78% | 5 qtrssince 2021-Q1 | Increased 39 |
ISHARES TR | 78,575 | $21.2M | 0.2% | $61.70 | +6.11% | 5 qtrssince 2021-Q1 | Increased 39 |
INDUSTRIAL SELECT SECT SPDR | 204,530 | $21.1M | 0.2% | $92.45 | +6.55% | 5 qtrssince 2021-Q1 | Increased 39 |
| 745,424 | $14.8M | 0.1% | — | — | — | Unchanged 0 | |
HERSHEY CO/THE | 47,170 | $10.2M | 0.1% | $98.23 | +100.67% | 13 qtrssince 2019-Q1 | Unchanged 0 |
AIRBNB INC-CLASS A | 52,282 | $9M | 0.1% | $168.61 | +2.98% | 3 qtrssince 2021-Q3 | Decreased 0 |
ISHARES TR | 102,500 | $6.8M | 0.1% | $64.67 | -7.39% | 5 qtrssince 2021-Q1 | Decreased 0 |
TELADOC HEALTH INC | 63,227 | $4.6M | 0.0% | $124.13 | -41.13% | 6 qtrssince 2020-Q4 | Unchanged 0 |
PDD HOLDINGS INC | 96,844 | $3.9M | 0.0% | $92.40 | -52.64% | 4 qtrssince 2021-Q2 | Unchanged 0 |
ISHARES MSCI USA QUALITY FAC | 19,026 | $2.6M | 0.0% | $96.47 | +35.03% | 7 qtrssince 2020-Q3 | Unchanged 0 |
UBER TECHNOLOGIES INC | 69,052 | $2.5M | 0.0% | $44.52 | -17.83% | 3 qtrssince 2021-Q3 | Unchanged 0 |
DOORDASH INC - A | 19,599 | $2.3M | 0.0% | $152.38 | -22.41% | 2 qtrssince 2021-Q4 | Decreased 0 |
CRISPR THERAPEUTICS AG | 33,758 | $2.1M | 0.0% | $121.82 | -47.40% | 5 qtrssince 2021-Q1 | Unchanged 0 |
UNITY SOFTWARE INC | 17,625 | $1.7M | 0.0% | $145.92 | -30.64% | 2 qtrssince 2021-Q4 | Unchanged 0 |
DOXIMITY INC-CLASS A | 24,856 | $1.3M | 0.0% | $51.12 | +1.35% | 2 qtrssince 2021-Q4 | Decreased 0 |
WARBY PARKER INC-CLASS A | 30,827 | $1M | 0.0% | $47.65 | -24.41% | 2 qtrssince 2021-Q4 | Unchanged 0 |
INARI MED INC | 8,564 | $776,000 | 0.0% | — | — | 6 qtrssince 2020-Q4 | Unchanged 0 |
COMMERCE.COM INC | 34,415 | $754,000 | 0.0% | $50.14 | -55.75% | 3 qtrssince 2021-Q3 | Unchanged 0 |
HERSHEY TRUST CO manages $13.1B across 32 positions as of Q1 2022. Top holdings: HSYFB (98.8%), IWM (0.2%), XLB (0.2%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 1 new positions, 10 exits, 4 increased. No standout high-conviction moves this quarter. Portfolio: $13.1B across 32 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