HERSHEY TRUST CO
Institutional investor · Portfolio as of Q1 2023
SEC EDGAR SourceSEC Filings
HERSHEY TRUST CO manages $14.6B across 6 positions as of Q1 2023. Top holdings: HSYFB (99.8%), MEITUAN DIANPING USD0.00001 (A (0.1%), ABNB (0.1%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 1/5.0.
Q1 2023 Summary
Added 2 new positions, exited 3, increased 1, trimmed 1. Top move: ABNB (INCREASED, conviction 41). Portfolio: $14.6B across 6 positions.
Top holdings by portfolio weight
HSYFB99.83%
MEITUAN DIAN0.09%
ABNB0.07%
CRSP0.01%
PATH0.00%
VYGR0.00%
NU0.00%
MSFT0.00%
DIDIY0.00%
Portfolio allocation by GICS sector
Unknown99.92%
Consumer Cyclical0.07%
Healthcare0.01%
Technology0.00%
Behavioral investing profile
7-dimension quality assessment
Weak(1.0 / 5.0)
Position Outcomes
Best and worst performing positions by estimated return
Top Losers
Upgrade to Pro to see the worst-performing positions.
View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Holdings6 positions
Activity:
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
HERSHEY COMPANY CLASS B | 57.1M | $14.5B | 99.8% | — | — | 17 qtrssince 2019-Q1 | Decreased 0 |
| 745,424 | $13.6M | 0.1% | — | — | — | Unchanged 0 | |
AIRBNB INC | 77,553 | $9.6M | 0.1% | $153.21 | -20.19% | 7 qtrssince 2021-Q3 | Increased 41 |
CRISPR THERAPEUTICS AG | 33,758 | $1.5M | 0.0% | $121.82 | -63.75% | 9 qtrssince 2021-Q1 | Unchanged 0 |
UIPATH INC | 8,003 | $140,533 | 0.0% | $16.68 | -38.43% | 1 qtr | New 34 |
VOYAGER THERAPEUTICS INC | 12,580 | $96,992 | 0.0% | $7.72 | -51.17% | 1 qtr | New 33 |
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