HERSHEY TRUST CO
Institutional investor · Portfolio as of Q2 2022
Top Holdings34 positions
HERSHEY COMPANY CLASS B | 58.1M | $12.5B | 98.4% | — | — | 14 qtrssince 2019-Q1 | Decreased 0 |
Hershey Co/The | 590,426 | $127M | 1.0% | $184.65 | +4.16% | 14 qtrssince 2019-Q1 | Increased 70 |
| 745,424 | $18.5M | 0.1% | — | — | — | Unchanged 0 | |
iShares Russell 2000 ETF | 64,444 | $10.9M | 0.1% | $207.25 | +34.59% | 7 qtrssince 2020-Q4 | Decreased 0 |
Pinduoduo Inc | 125,248 | $7.7M | 0.1% | $85.75 | -26.45% | 5 qtrssince 2021-Q2 | Increased 35 |
iShares Transportation Average ETF | 32,704 | $7M | 0.1% | $61.70 | +29.90% | 6 qtrssince 2021-Q1 | Decreased 0 |
Materials Select Sector SPDR Fund | 83,082 | $6.1M | 0.0% | $36.65 | +34.88% | 6 qtrssince 2021-Q1 | Decreased 0 |
Airbnb Inc | 52,926 | $4.7M | 0.0% | $167.70 | -43.99% | 4 qtrssince 2021-Q3 | Increased 28 |
iShares MSCI EAFE Small-Cap ET | 62,500 | $3.4M | 0.0% | $64.67 | +29.78% | 6 qtrssince 2021-Q1 | Decreased 0 |
Industrial Select Sector SPDR Fund | 38,148 | $3.3M | 0.0% | $92.45 | +83.07% | 6 qtrssince 2021-Q1 | Decreased 0 |
iShares Edge MSCI USE Quality Factor ETF | 19,026 | $2.1M | 0.0% | $96.47 | +11.63% | 8 qtrssince 2020-Q3 | Unchanged 0 |
Teladoc Health Inc | 63,227 | $2.1M | 0.0% | $124.13 | -72.33% | 7 qtrssince 2020-Q4 | Unchanged 0 |
CRISPR Therapeutics AG | 33,758 | $2.1M | 0.0% | $121.82 | -48.29% | 6 qtrssince 2021-Q1 | Unchanged 0 |
Uber Technologies Inc | 69,052 | $1.4M | 0.0% | $44.52 | -51.77% | 4 qtrssince 2021-Q3 | Unchanged 0 |
DoorDash Inc | 19,599 | $1.3M | 0.0% | $152.38 | -55.76% | 3 qtrssince 2021-Q4 | Unchanged 0 |
Doximity Inc | 24,856 | $865,000 | 0.0% | $51.12 | -40.34% | 3 qtrssince 2021-Q4 | Unchanged 0 |
Unity Software Inc | 17,625 | $649,000 | 0.0% | $145.92 | -67.87% | 3 qtrssince 2021-Q4 | Unchanged 0 |
Microsoft Corp | 2,272 | $584,000 | 0.0% | $198.35 | +27.52% | 8 qtrssince 2020-Q3 | Unchanged 0 |
Inari Medical Inc | 8,564 | $582,000 | 0.0% | — | — | 7 qtrssince 2020-Q4 | Unchanged 0 |
BIGCOMMERCE HLDGS INC | 34,415 | $558,000 | 0.0% | $50.14 | -93.06% | 4 qtrssince 2021-Q3 | Unchanged 0 |
HERSHEY TRUST CO manages $12.7B across 34 positions as of Q2 2022. Top holdings: HSYFB (98.4%), HSY (1.0%), MEITUAN DIANPING USD0.00001 (A (0.1%). Fund DNA: Momentum Trader. HoldingsIntel Score: 1.5/5.0.
Added 2 new positions, increased 3, trimmed 6. Top move: HSY (INCREASED, conviction 70). Portfolio: $12.7B across 34 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