HERSHEY TRUST CO
Institutional investor · Portfolio as of Q2 2021
Top Holdings37 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
HERSHEY COMPANY CLASS B | 60.6M | $10.6B | 99.0% | — | — | 10 qtrssince 2019-Q1 | Unchanged 0 |
INDUSTRIAL SELECT SECT SPDR | 184,000 | $18.8M | 0.2% | $91.78 | +3.20% | 2 qtrssince 2021-Q1 | Unchanged 0 |
ISHARES TR | 70,635 | $18.4M | 0.2% | $61.30 | +0.24% | 2 qtrssince 2021-Q1 | Increased 35 |
MATERIALS SELECT SECTOR SPDR | 220,000 | $18.1M | 0.2% | $36.00 | +4.11% | 2 qtrssince 2021-Q1 | Unchanged 0 |
ISHARES TR | 203,000 | $15.1M | 0.1% | $64.67 | +0.46% | 2 qtrssince 2021-Q1 | Increased 55 |
HERSHEY CO/THE | 47,170 | $8.2M | 0.1% | $98.23 | +57.02% | 10 qtrssince 2019-Q1 | Unchanged 0 |
| 133,020 | $5.5M | 0.1% | — | — | — | New 38 | |
CRISPR THERAPEUTICS AG | 24,524 | $4M | 0.0% | $126.20 | +19.25% | 2 qtrssince 2021-Q1 | Increased 37 |
PDD HOLDINGS INC | 21,923 | $2.8M | 0.0% | $133.55 | 0.00% | 1 qtr | New 37 |
ISHARES MSCI USA QUALITY FAC | 19,026 | $2.5M | 0.0% | $96.47 | +30.49% | 4 qtrssince 2020-Q3 | Unchanged 0 |
RELAY THERAPEUTICS INC | 59,360 | $2.2M | 0.0% | $35.58 | -41.91% | 2 qtrssince 2021-Q1 | Unchanged 0 |
TELADOC HEALTH INC | 12,758 | $2.1M | 0.0% | $176.00 | -2.64% | 3 qtrssince 2020-Q4 | Increased 43 |
ISHARES RUSSELL 2000 ETF ETF | 8,700 | $2M | 0.0% | $184.70 | +17.16% | 3 qtrssince 2020-Q4 | Decreased 0 |
ISHARES MSCI EMERGING MARKETS INDEX FUND | 23,150 | $1.3M | 0.0% | $41.66 | +19.09% | 4 qtrssince 2020-Q3 | Unchanged 0 |
INARI MED INC | 8,564 | $799,000 | 0.0% | — | — | 3 qtrssince 2020-Q4 | Unchanged 0 |
REPARE THERAPEUTICS INC | 24,728 | $771,000 | 0.0% | $30.57 | +7.61% | 3 qtrssince 2020-Q4 | Decreased 0 |
MICROSOFT CORP | 2,272 | $615,000 | 0.0% | $198.35 | +31.90% | 4 qtrssince 2020-Q3 | Unchanged 0 |
C3 AI INC | 6,667 | $417,000 | 0.0% | $63.89 | +0.83% | 2 qtrssince 2021-Q1 | Increased 40 |
BERKELEY LTS INC | 9,120 | $409,000 | 0.0% | — | — | 2 qtrssince 2021-Q1 | Decreased 0 |
CROWDSTRIKE HOLDINGS INC - A | 1,563 | $393,000 | 0.0% | $218.05 | +17.92% | 3 qtrssince 2020-Q4 | Increased 29 |
HERSHEY TRUST CO manages $10.7B across 37 positions as of Q2 2021. Top holdings: HSYFB (99.0%), XLI (0.2%), IYT (0.2%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 7 new positions, 5 exits, 7 increased. Top move: SCZ (INCREASED, conviction 55). Portfolio: $10.7B across 37 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