HERSHEY TRUST CO
Institutional investor · Portfolio as of Q2 2019
Top Holdings20 positions
HERSHEY COMPANY CLASS B | 60.6M | $8.1B | 99.1% | — | — | 2 qtrssince 2019-Q1 | Unchanged 0 |
ALPS ETF TR | 5.1M | $50.2M | 0.6% | $26.37 | 0.00% | 1 qtr | New 60 |
HERSHEY CO | 47,170 | $6.3M | 0.1% | $96.09 | +17.37% | 2 qtrssince 2019-Q1 | Decreased 0 |
DOCUSIGN INC | 93,065 | $4.6M | 0.1% | $51.84 | +37.11% | 2 qtrssince 2019-Q1 | Decreased 0 |
MongoDB Inc. | 17,866 | $2.7M | 0.0% | $152.09 | 0.00% | 1 qtr | New 39 |
SQUARE INC | 34,724 | $2.5M | 0.0% | $74.92 | -3.19% | 2 qtrssince 2019-Q1 | Unchanged 0 |
| 355,507 | $1.5M | 0.0% | — | — | 2 qtrssince 2019-Q1 | Increased 35 | |
| 27,393 | $981,000 | 0.0% | $24.28 | -4.94% | 2 qtrssince 2019-Q1 | Unchanged 0 | |
EAGLE PHARMACEUTICALS INC | 15,097 | $841,000 | 0.0% | $50.49 | +10.28% | 2 qtrssince 2019-Q1 | Unchanged 0 |
NOAH HLDGS LTD | 7,853 | $334,000 | 0.0% | $33.96 | -12.19% | 2 qtrssince 2019-Q1 | Unchanged 0 |
JUMEI INTL HLDG LTD | 116,246 | $286,000 | 0.0% | — | — | 2 qtrssince 2019-Q1 | Unchanged 0 |
SPOTIFY TECHNOLOGY S A | 1,769 | $259,000 | 0.0% | $138.80 | +5.35% | 2 qtrssince 2019-Q1 | Unchanged 0 |
NIO INC | 85,968 | $219,000 | 0.0% | $5.10 | -50.00% | 2 qtrssince 2019-Q1 | Unchanged 0 |
ICHOR HOLDINGS | 9,043 | $214,000 | 0.0% | $22.58 | +4.69% | 2 qtrssince 2019-Q1 | Unchanged 0 |
CRINETICS PHARMACEUTICALS IN | 6,753 | $169,000 | 0.0% | $22.76 | +9.84% | 2 qtrssince 2019-Q1 | Decreased 0 |
NATIONAL VISION HLDGS INC | 5,039 | $155,000 | 0.0% | $31.43 | -2.23% | 2 qtrssince 2019-Q1 | Unchanged 0 |
SUNRUN INC COM | 6,740 | $126,000 | 0.0% | $18.76 | -59.28% | 1 qtr | New 34 |
| 11,021 | $110,000 | 0.0% | — | — | 2 qtrssince 2019-Q1 | Unchanged 0 | |
VIOMI TECHNOLOGY CO LTD ADR | 9,416 | $76,000 | 0.0% | $7.88 | 0.00% | 1 qtr | New 32 |
MARATHON OIL CORP | 134 | $2,000 | 0.0% | — | — | 2 qtrssince 2019-Q1 | Unchanged 0 |
HERSHEY TRUST CO manages $8.2B across 20 positions as of Q2 2019. Top holdings: HSYFB (99.1%), AMLP (0.6%), HSY (0.1%). Fund DNA: Momentum Trader. HoldingsIntel Score: 1.5/5.0.
Added 4 new positions, exited 4, increased 1, trimmed 3. Top move: AMLP (NEW, conviction 60). Portfolio: $8.2B across 20 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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