HERSHEY TRUST CO
Institutional investor · Portfolio as of Q2 2022
Top Holdings34 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
HERSHEY COMPANY CLASS B | 58.1M | $12.5B | 98.4% | — | — | 14 qtrssince 2019-Q1 | Decreased 0 |
HERSHEY CO/THE | 590,426 | $127M | 1.0% | $191.92 | +4.24% | 14 qtrssince 2019-Q1 | Increased 70 |
| 745,424 | $18.5M | 0.1% | — | — | — | Unchanged 0 | |
ISHARES RUSSELL 2000 ETF ETF | 64,444 | $10.9M | 0.1% | $207.25 | +46.71% | 7 qtrssince 2020-Q4 | Decreased 0 |
PDD HOLDINGS INC | 125,248 | $7.7M | 0.1% | $85.75 | -26.45% | 5 qtrssince 2021-Q2 | Increased 35 |
ISHARES TR | 32,704 | $7M | 0.1% | $61.70 | +41.52% | 6 qtrssince 2021-Q1 | Decreased 0 |
MATERIALS SELECT SECTOR SPDR | 83,082 | $6.1M | 0.0% | $36.65 | +43.37% | 6 qtrssince 2021-Q1 | Decreased 0 |
AIRBNB INC-CLASS A | 52,926 | $4.7M | 0.0% | $167.70 | -43.99% | 4 qtrssince 2021-Q3 | Increased 28 |
ISHARES TR | 62,500 | $3.4M | 0.0% | $64.67 | +34.19% | 6 qtrssince 2021-Q1 | Decreased 0 |
INDUSTRIAL SELECT SECT SPDR | 38,148 | $3.3M | 0.0% | $92.45 | +101.74% | 6 qtrssince 2021-Q1 | Decreased 0 |
ISHARES MSCI USA QUALITY FAC | 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 - A | 19,599 | $1.3M | 0.0% | $152.38 | -55.76% | 3 qtrssince 2021-Q4 | Unchanged 0 |
DOXIMITY INC-CLASS A | 24,856 | $865,000 | 0.0% | $51.12 | -52.03% | 3 qtrssince 2021-Q4 | Unchanged 0 |
UNITY SOFTWARE INC | 17,625 | $649,000 | 0.0% | $145.92 | -68.30% | 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 MED INC | 8,564 | $582,000 | 0.0% | — | — | 7 qtrssince 2020-Q4 | Unchanged 0 |
COMMERCE.COM INC | 34,415 | $558,000 | 0.0% | $50.14 | -95.89% | 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 Rating: 2/5.0.
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
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.
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